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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 | $303,743 | $60,349+403.3% | $74,184+309.4% | $62,881+383.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.98% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $7,160 | $1,680+326.1% | $2,370+202.1% | $2,281+213.9% |
| Participant deferral / active EE | $11,100 | $2,856+288.6% | $3,550+212.7% | $3,203+246.6% |
| Admin fee / account holder | $4,801 | $4,261+12.7% | $5,586-14.0% | $4,296+11.8% |