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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 | $316,792 | $106,247+198.2% | $96,515+228.2% | $139,466+127.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.88% | 38.47%-20.6pp | 35.73%-17.8pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,997 | $4,106-27.0% | $3,740-19.9% | $4,754-37.0% |
| Participant deferral / active EE | $7,599 | $5,456+39.3% | $4,880+55.7% | $6,712+13.2% |
| Admin fee / account holder | $14,448 | $7,885+83.2% | $6,735+114.5% | $11,409+26.6% |