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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 | $271,279 | $112,729+140.6% | $98,716+174.8% | $137,256+97.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.70% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $13,196 | $2,725+384.2% | $2,279+479.2% | $4,156+217.5% |
| Participant deferral / active EE | $5,110 | $4,640+10.1% | $4,048+26.3% | $6,407-20.2% |
| Admin fee / account holder | $33,300 | $10,129+228.8% | $8,703+282.6% | $12,270+171.4% |