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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 | $266,361 | $106,749+149.5% | $145,433+83.2% | $82,448+223.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.97% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $20,415 | $3,444+492.7% | $4,554+348.2% | $2,551+700.3% |
| Participant deferral / active EE | $16,879 | $6,519+158.9% | $7,897+113.7% | $4,139+307.8% |
| Admin fee / account holder | $9,968 | $8,390+18.8% | $13,129-24.1% | $7,234+37.8% |