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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 | $329,682 | $56,894+479.5% | $84,753+289.0% | $62,881+424.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.08% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $12,528 | $2,400+422.1% | $3,574+250.5% | $2,281+449.3% |
| Participant deferral / active EE | $4,741 | $2,709+75.0% | $3,712+27.7% | $3,203+48.0% |
| Admin fee / account holder | $3,106 | $3,581-13.3% | $5,333-41.8% | $4,296-27.7% |