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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 | $326,070 | $81,446+300.4% | $103,374+215.4% | $80,874+303.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.63% | 25.57%-4.9pp | 24.89%-4.3pp | 35.62%-15.0pp |
| Employer contribution / active EE | $5,309 | $3,107+70.9% | $3,869+37.2% | $2,756+92.7% |
| Participant deferral / active EE | $10,156 | $3,870+162.4% | $5,058+100.8% | $4,297+136.3% |
| Admin fee / account holder | $49,834 | $6,715+642.2% | $8,394+493.7% | $6,935+618.6% |