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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 | $336,642 | $102,245+229.3% | $89,340+276.8% | $137,256+145.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.80% | 21.89%-9.1pp | 20.57%-7.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $18,181 | $2,529+618.9% | $2,231+714.8% | $4,156+337.5% |
| Participant deferral / active EE | $9,865 | $4,436+122.4% | $3,823+158.1% | $6,407+54.0% |
| Admin fee / account holder | $106,490 | $8,085+1217.1% | $6,704+1488.5% | $12,270+767.9% |