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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 | $270,628 | $78,672+244.0% | $109,163+147.9% | $85,856+215.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 26.78% | 25.09%+1.7pp | 25.75%+1.0pp | 318.58%-291.8pp |
| Employer contribution / active EE | $13,520 | $2,734+394.6% | $3,723+263.2% | $2,565+427.1% |
| Participant deferral / active EE | $1,561 | $3,467-55.0% | $4,654-66.5% | $3,952-60.5% |
| Admin fee / account holder | $3,456 | $5,470-36.8% | $6,754-48.8% | $6,261-44.8% |