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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 | $250,620 | $124,425+101.4% | $112,040+123.7% | $137,256+82.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.23% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $14,842 | $3,411+335.1% | $2,954+402.5% | $4,156+257.1% |
| Participant deferral / active EE | $9,745 | $5,718+70.4% | $5,098+91.2% | $6,407+52.1% |
| Admin fee / account holder | $21,219 | $15,207+39.5% | $12,098+75.4% | $12,270+72.9% |