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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 | $333,743 | $106,247+214.1% | $96,515+245.8% | $139,466+139.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.34% | 38.47%-18.1pp | 35.73%-15.4pp | 373.66%-353.3pp |
| Employer contribution / active EE | $11,264 | $4,106+174.3% | $3,740+201.2% | $4,754+136.9% |
| Participant deferral / active EE | $10,294 | $5,456+88.7% | $4,880+111.0% | $6,712+53.4% |
| Admin fee / account holder | $8,040 | $7,885+2.0% | $6,735+19.4% | $11,409-29.5% |