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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 | $362,287 | $124,425+191.2% | $112,040+223.4% | $137,256+163.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.42% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $11,318 | $3,411+231.8% | $2,954+283.1% | $4,156+172.3% |
| Participant deferral / active EE | $11,258 | $5,718+96.9% | $5,098+120.9% | $6,407+75.7% |
| Admin fee / account holder | $56,004 | $15,207+268.3% | $12,098+362.9% | $12,270+356.4% |