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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 | $250,131 | $98,760+153.3% | $149,715+67.1% | $79,858+213.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.89% | 27.43%-9.5pp | 276.66%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $4,430 | $3,217+37.7% | $4,645-4.6% | $2,471+79.3% |
| Participant deferral / active EE | $10,025 | $5,681+76.5% | $6,842+46.5% | $3,740+168.0% |
| Admin fee / account holder | $6,087 | $6,053+0.6% | $9,310-34.6% | $5,306+14.7% |