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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 | $326,700 | $92,573+252.9% | $85,946+280.1% | $86,983+275.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 10.61% | 15.50%-4.9pp | 31.33%-20.7pp | 25.83%-15.2pp |
| Employer contribution / active EE | $16,977 | $4,254+299.0% | $4,539+274.0% | $2,584+556.9% |
| Participant deferral / active EE | $11,178 | $3,999+179.5% | $5,465+104.5% | $4,194+166.5% |
| Admin fee / account holder | $55,587 | $7,308+660.7% | $11,250+394.1% | $7,856+607.6% |