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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 | $289,112 | $106,749+170.8% | $145,433+98.8% | $82,448+250.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.15% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $10,491 | $3,444+204.6% | $4,554+130.4% | $2,551+311.3% |
| Participant deferral / active EE | $7,081 | $6,519+8.6% | $7,897-10.3% | $4,139+71.1% |
| Admin fee / account holder | $2,318 | $8,390-72.4% | $13,129-82.3% | $7,234-68.0% |