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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 | $258,110 | $88,672+191.1% | $105,223+145.3% | $82,448+213.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.85% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $10,059 | $3,048+230.0% | $3,689+172.7% | $2,551+294.3% |
| Participant deferral / active EE | $6,492 | $4,036+60.8% | $5,072+28.0% | $4,139+56.8% |
| Admin fee / account holder | $3,352 | $7,146-53.1% | $8,859-62.2% | $7,234-53.7% |