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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,788 | $58,848+419.6% | $88,179+246.8% | $82,637+270.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 21.63% | 22.76%-1.1pp | 64.97%-43.3pp | 53.51%-31.9pp |
| Employer contribution / active EE | $22,676 | $1,678+1251.0% | $2,549+789.5% | $2,552+788.5% |
| Participant deferral / active EE | $19,374 | $3,124+520.2% | $4,614+319.9% | $4,126+369.5% |
| Admin fee / account holder | $6,791 | $4,795+41.6% | $7,673-11.5% | $7,339-7.5% |