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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 | $273,085 | $106,267+157.0% | $96,520+182.9% | $139,456+95.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.21% | 38.45%-21.2pp | 35.72%-18.5pp | 373.45%-356.2pp |
| Employer contribution / active EE | $31,932 | $4,105+677.9% | $3,739+754.1% | $4,753+571.9% |
| Participant deferral / active EE | $10,227 | $5,454+87.5% | $4,879+109.6% | $6,711+52.4% |
| Admin fee / account holder | $3,573 | $7,882-54.7% | $6,733-46.9% | $11,407-68.7% |