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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 | $402,378 | $99,994+302.4% | $146,643+174.4% | $85,847+368.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 22.60% | 18.93%+3.7pp | 22.75%-0.1pp | 318.61%-296.0pp |
| Employer contribution / active EE | $3,000 | $2,559+17.2% | $4,137-27.5% | $2,565+16.9% |
| Participant deferral / active EE | $7,265 | $4,006+81.3% | $5,506+31.9% | $3,952+83.8% |
| Admin fee / account holder | $8,456 | $7,703+9.8% | $10,280-17.7% | $6,261+35.1% |