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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 | $260,859 | $90,486+188.3% | $78,676+231.6% | $273,972-4.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.45% | 75.62%-70.2pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $13,148 | $3,175+314.1% | $2,850+361.3% | $4,869+170.0% |
| Participant deferral / active EE | $12,082 | $3,901+209.7% | $3,517+243.6% | $5,287+128.5% |
| Admin fee / account holder | $24,845 | $5,263+372.0% | $4,510+450.9% | $10,133+145.2% |