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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 | $250,229 | $93,598+167.3% | $135,974+84.0% | $75,173+232.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.80% | 30.89%-13.1pp | 68.30%-50.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $19,664 | $3,538+455.8% | $4,859+304.7% | $2,671+636.2% |
| Participant deferral / active EE | $13,737 | $6,405+114.5% | $7,760+77.0% | $4,126+232.9% |
| Admin fee / account holder | $653 | $6,978-90.6% | $10,767-93.9% | $5,651-88.4% |