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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 | $269,698 | $106,749+152.6% | $145,433+85.4% | $82,448+227.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.38% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,551 | $3,444+61.2% | $4,554+21.9% | $2,551+117.6% |
| Participant deferral / active EE | $13,747 | $6,519+110.9% | $7,897+74.1% | $4,139+232.1% |
| Admin fee / account holder | $50,024 | $8,390+496.2% | $13,129+281.0% | $7,234+591.5% |