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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 | $376,588 | $91,198+312.9% | $178,503+111.0% | $79,856+371.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.08% | 24.20%-11.1pp | 151.12%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,706 | $3,257+105.9% | $5,011+33.8% | $2,471+171.4% |
| Participant deferral / active EE | $6,408 | $3,237+98.0% | $5,202+23.2% | $3,741+71.3% |
| Admin fee / account holder | $5,561 | $6,748-17.6% | $13,987-60.2% | $5,306+4.8% |