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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 | $342,108 | $81,504+319.7% | $102,437+234.0% | $80,959+322.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.29% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $11,575 | $3,104+273.0% | $3,871+199.1% | $2,757+319.8% |
| Participant deferral / active EE | $11,250 | $3,871+190.6% | $5,060+122.3% | $4,300+161.6% |
| Admin fee / account holder | $3,033 | $6,719-54.9% | $8,388-63.8% | $6,925-56.2% |