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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 | $373,454 | $77,638+381.0% | $156,552+138.5% | $62,881+493.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.79% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $30,142 | $3,444+775.2% | $5,501+447.9% | $2,281+1221.5% |
| Participant deferral / active EE | $14,306 | $3,046+369.7% | $4,871+193.7% | $3,203+346.6% |
| Admin fee / account holder | $5,953 | $5,561+7.0% | $13,028-54.3% | $4,296+38.6% |