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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 | $320,752 | $85,024+277.2% | $70,544+354.7% | $139,466+130.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.76% | 30.39%-12.6pp | 32.79%-15.0pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,762 | $3,912-29.4% | $2,976-7.2% | $4,754-41.9% |
| Participant deferral / active EE | $5,620 | $5,891-4.6% | $4,568+23.0% | $6,712-16.3% |
| Admin fee / account holder | $2,449 | $8,928-72.6% | $6,427-61.9% | $11,409-78.5% |