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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 | $338,281 | $106,280+218.3% | $96,538+250.4% | $139,487+142.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.54% | 38.48%-19.9pp | 35.74%-17.2pp | 373.84%-355.3pp |
| Employer contribution / active EE | $12,076 | $4,107+194.0% | $3,740+222.9% | $4,755+154.0% |
| Participant deferral / active EE | $10,038 | $5,457+84.0% | $4,880+105.7% | $6,713+49.5% |
| Admin fee / account holder | $33,803 | $7,888+328.5% | $6,737+401.7% | $11,407+196.3% |