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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 | $255,472 | $81,331+214.1% | $155,534+64.3% | $80,935+215.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.91% | 33.37%-16.5pp | 64.92%-48.0pp | 35.66%-18.7pp |
| Employer contribution / active EE | $16,870 | $3,105+443.4% | $4,675+260.9% | $2,757+512.0% |
| Participant deferral / active EE | $20,767 | $3,454+501.2% | $5,630+268.9% | $4,299+383.0% |
| Admin fee / account holder | $1,795 | $7,999-77.6% | $15,900-88.7% | $6,924-74.1% |