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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 | $275,162 | $103,966+164.7% | $112,923+143.7% | $75,177+266.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 18.83% | 24.54%-5.7pp | 34.13%-15.3pp | 160.75%-141.9pp |
| Employer contribution / active EE | $18,867 | $3,870+387.5% | $4,570+312.8% | $2,671+606.3% |
| Participant deferral / active EE | $3,319 | $5,456-39.2% | $6,520-49.1% | $4,126-19.6% |
| Admin fee / account holder | $1,082 | $7,663-85.9% | $7,046-84.7% | $5,651-80.9% |