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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 | $378,696 | $182,442+107.6% | $163,379+131.8% | $138,895+172.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.62% | 72.74%-60.1pp | 63.41%-50.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $10,202 | $4,159+145.3% | $3,752+171.9% | $4,194+143.2% |
| Participant deferral / active EE | $9,874 | $6,817+44.8% | $6,282+57.2% | $6,396+54.4% |
| Admin fee / account holder | $23,369 | $10,396+124.8% | $9,818+138.0% | $12,562+86.0% |