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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 | $345,714 | $106,267+225.3% | $96,520+258.2% | $139,456+147.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.79% | 38.45%-22.7pp | 35.72%-19.9pp | 373.45%-357.7pp |
| Employer contribution / active EE | $23,462 | $4,105+471.6% | $3,739+527.5% | $4,753+393.6% |
| Participant deferral / active EE | $15,800 | $5,454+189.7% | $4,879+223.9% | $6,711+135.4% |
| Admin fee / account holder | $536 | $7,882-93.2% | $6,733-92.0% | $11,407-95.3% |