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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 | $124,980+117.1% | $108,359+150.4% | $154,746+75.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.70% | 45.00%-31.3pp | 36.89%-23.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $13,196 | $2,851+362.9% | $2,399+450.0% | $4,379+201.4% |
| Participant deferral / active EE | $5,110 | $4,743+7.7% | $4,137+23.5% | $6,730-24.1% |
| Admin fee / account holder | $33,300 | $11,502+189.5% | $9,741+241.9% | $14,365+131.8% |