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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 | $334,703 | $145,431+130.1% | $211,142+58.5% | $87,485+282.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 13.19% | 27.21%-14.0pp | 46.84%-33.6pp | 26.06%-12.9pp |
| Employer contribution / active EE | $31,334 | $4,662+572.2% | $6,442+386.4% | $2,596+1106.9% |
| Participant deferral / active EE | $4,202 | $6,859-38.7% | $9,284-54.7% | $4,274-1.7% |
| Admin fee / account holder | $78,984 | $17,052+363.2% | $19,076+314.1% | $7,775+915.9% |