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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 | $365,965 | $86,050+325.3% | $189,758+92.9% | $94,015+289.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.07% | 17.77%-3.7pp | 52.62%-38.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $27,482 | $2,819+874.8% | $4,767+476.6% | $2,790+885.0% |
| Participant deferral / active EE | $10,022 | $3,349+199.3% | $5,856+71.1% | $4,249+135.8% |
| Admin fee / account holder | $11,930 | $6,627+80.0% | $20,388-41.5% | $8,951+33.3% |