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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 | $331,170 | $123,478+168.2% | $216,567+52.9% | $94,015+252.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 11.74% | 23.61%-11.9pp | 12.94%-1.2pp | 17.84%-6.1pp |
| Employer contribution / active EE | $16,011 | $3,136+410.6% | $5,216+207.0% | $2,790+473.9% |
| Participant deferral / active EE | $13,176 | $4,556+189.2% | $6,191+112.8% | $4,249+210.1% |
| Admin fee / account holder | $144,143 | $12,753+1030.3% | $21,981+555.8% | $8,951+1510.3% |