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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 | $434,273 | $81,457+433.1% | $103,378+320.1% | $80,911+436.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.92% | 25.58%-10.7pp | 24.91%-10.0pp | 35.63%-20.7pp |
| Employer contribution / active EE | $14,354 | $3,107+361.9% | $3,870+270.9% | $2,756+420.8% |
| Participant deferral / active EE | $7,587 | $3,871+96.0% | $5,058+50.0% | $4,297+76.6% |
| Admin fee / account holder | $5,398 | $6,717-19.6% | $8,401-35.7% | $6,935-22.2% |