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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 | $313,762 | $106,749+193.9% | $145,433+115.7% | $82,448+280.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.01% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $18,335 | $3,444+432.3% | $4,554+302.6% | $2,551+618.8% |
| Participant deferral / active EE | $10,170 | $6,519+56.0% | $7,897+28.8% | $4,139+145.7% |
| Admin fee / account holder | $3,685 | $8,390-56.1% | $13,129-71.9% | $7,234-49.1% |