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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 | $355,238 | $65,712+440.6% | $57,196+521.1% | $273,972+29.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.69% | 22.01%-19.3pp | 14.59%-11.9pp | 41.46%-38.8pp |
| Employer contribution / active EE | $7,615 | $3,280+132.2% | $2,683+183.8% | $4,869+56.4% |
| Participant deferral / active EE | $11,895 | $3,782+214.5% | $3,096+284.2% | $5,287+125.0% |
| Admin fee / account holder | $33,747 | $4,838+597.6% | $3,141+974.5% | $10,133+233.1% |