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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 | $293,373 | $73,988+296.5% | $96,538+203.9% | $75,177+290.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.22% | 26.73%-8.5pp | 35.74%-17.5pp | 160.75%-142.5pp |
| Employer contribution / active EE | $19,542 | $2,930+566.9% | $3,740+422.5% | $2,671+631.6% |
| Participant deferral / active EE | $12,401 | $3,660+238.8% | $4,880+154.1% | $4,126+200.5% |
| Admin fee / account holder | $47,242 | $5,220+805.1% | $6,737+601.2% | $5,651+735.9% |