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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 | $293,756 | $77,814+277.5% | $158,223+85.7% | $86,983+237.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 13.31% | 30.54%-17.2pp | 52.09%-38.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $22,558 | $2,592+770.3% | $4,109+449.0% | $2,584+772.8% |
| Participant deferral / active EE | $16,189 | $3,270+395.1% | $5,467+196.1% | $4,194+286.0% |
| Admin fee / account holder | $7,158 | $5,879+21.8% | $16,047-55.4% | $7,856-8.9% |