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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 | $250,239 | $106,280+135.5% | $96,538+159.2% | $139,487+79.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.06% | 38.48%-20.4pp | 35.74%-17.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $6,699 | $4,107+63.1% | $3,740+79.1% | $4,755+40.9% |
| Participant deferral / active EE | $5,053 | $5,457-7.4% | $4,880+3.5% | $6,713-24.7% |
| Admin fee / account holder | $3,424 | $7,888-56.6% | $6,737-49.2% | $11,407-70.0% |