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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 | $343,343 | $105,623+225.1% | $87,502+292.4% | $273,972+25.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.86% | 12.26%-6.4pp | 12.21%-6.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $9,718 | $3,141+209.5% | $2,550+281.2% | $4,869+99.6% |
| Participant deferral / active EE | $13,227 | $3,601+267.4% | $3,149+320.1% | $5,287+150.2% |
| Admin fee / account holder | $11,750 | $4,781+145.8% | $4,221+178.4% | $10,133+16.0% |