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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 | $332,643 | $81,358+308.9% | $155,556+113.8% | $80,959+310.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.96% | 33.39%-14.4pp | 64.84%-45.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $12,574 | $3,106+304.8% | $4,675+168.9% | $2,757+356.1% |
| Participant deferral / active EE | $14,115 | $3,455+308.5% | $5,631+150.7% | $4,300+228.2% |
| Admin fee / account holder | $6,341 | $7,994-20.7% | $15,885-60.1% | $6,925-8.4% |