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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 | $321,714 | $106,974+200.7% | $90,796+254.3% | $138,895+131.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 17.04% | 20.10%-3.1pp | 19.29%-2.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $14,429 | $2,609+453.1% | $2,294+529.1% | $4,194+244.0% |
| Participant deferral / active EE | $12,222 | $4,455+174.4% | $3,822+219.8% | $6,396+91.1% |
| Admin fee / account holder | $577 | $8,626-93.3% | $7,024-91.8% | $12,562-95.4% |