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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 | $252,234 | $106,247+137.4% | $96,515+161.3% | $139,466+80.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.85% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $18,157 | $4,106+342.2% | $3,740+385.5% | $4,754+281.9% |
| Participant deferral / active EE | $12,442 | $5,456+128.1% | $4,880+155.0% | $6,712+85.4% |
| Admin fee / account holder | $2,429 | $7,885-69.2% | $6,735-63.9% | $11,409-78.7% |