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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 | $347,191 | $106,749+225.2% | $145,433+138.7% | $82,448+321.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.82% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $9,340 | $3,444+171.2% | $4,554+105.1% | $2,551+266.1% |
| Participant deferral / active EE | $5,111 | $6,519-21.6% | $7,897-35.3% | $4,139+23.5% |
| Admin fee / account holder | $2,353 | $8,390-72.0% | $13,129-82.1% | $7,234-67.5% |