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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 | $378,229 | $147,556+156.3% | $129,031+193.1% | $198,609+90.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 9.40% | 37.41%-28.0pp | 34.67%-25.3pp | 202.70%-193.3pp |
| Employer contribution / active EE | $9,246 | $3,645+153.7% | $3,226+186.6% | $5,055+82.9% |
| Participant deferral / active EE | $14,066 | $5,760+144.2% | $5,217+169.6% | $6,977+101.6% |
| Admin fee / account holder | $44,751 | $15,467+189.3% | $13,208+238.8% | $19,030+135.2% |