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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 | $344,540 | $63,764+440.3% | $81,930+320.5% | $79,860+331.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 24.02% | 22.66%+1.4pp | 29.49%-5.5pp | 31.72%-7.7pp |
| Employer contribution / active EE | $13,745 | $1,795+665.6% | $4,310+218.9% | $2,471+456.3% |
| Participant deferral / active EE | $15,207 | $2,780+446.9% | $7,107+114.0% | $3,740+306.6% |
| Admin fee / account holder | $8,013 | $4,426+81.0% | $5,158+55.4% | $5,306+51.0% |