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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 | $367,519 | $112,729+226.0% | $98,716+272.3% | $137,256+167.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.21% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $10,361 | $2,725+280.2% | $2,279+354.7% | $4,156+149.3% |
| Participant deferral / active EE | $5,022 | $4,640+8.2% | $4,048+24.1% | $6,407-21.6% |
| Admin fee / account holder | $3,731 | $10,129-63.2% | $8,703-57.1% | $12,270-69.6% |