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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 | $378,139 | $139,948+170.2% | $121,663+210.8% | $154,746+144.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.79% | 230.52%-213.7pp | 147.54%-130.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $13,191 | $3,521+274.6% | $3,020+336.8% | $4,379+201.2% |
| Participant deferral / active EE | $13,638 | $5,629+142.3% | $4,887+179.1% | $6,730+102.6% |
| Admin fee / account holder | $2,352 | $17,321-86.4% | $14,289-83.5% | $14,365-83.6% |