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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 | $290,292 | $80,992+258.4% | $96,534+200.7% | $75,173+286.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.22% | 27.05%-10.8pp | 25.88%-9.7pp | 160.72%-144.5pp |
| Employer contribution / active EE | $14,483 | $2,283+534.5% | $2,965+388.4% | $2,671+442.3% |
| Participant deferral / active EE | $6,029 | $3,929+53.4% | $4,851+24.3% | $4,126+46.1% |
| Admin fee / account holder | $23,873 | $6,717+255.4% | $8,253+189.3% | $5,651+322.5% |