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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 | $258,509 | $87,733+194.7% | $106,555+142.6% | $85,847+201.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.34% | 21.86%-7.5pp | 26.80%-12.5pp | 318.61%-304.3pp |
| Employer contribution / active EE | $10,052 | $2,073+384.9% | $2,819+256.5% | $2,565+291.8% |
| Participant deferral / active EE | $5,818 | $3,469+67.7% | $4,399+32.3% | $3,952+47.2% |
| Admin fee / account holder | $28,395 | $6,767+319.6% | $7,408+283.3% | $6,261+353.5% |