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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 | $296,740 | $118,496+150.4% | $98,461+201.4% | $139,466+112.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.25% | 18.96%-8.7pp | 21.17%-10.9pp | 373.66%-363.4pp |
| Employer contribution / active EE | $3,553 | $3,611-1.6% | $3,049+16.6% | $4,754-25.3% |
| Participant deferral / active EE | $10,803 | $5,393+100.3% | $4,738+128.0% | $6,712+61.0% |
| Admin fee / account holder | $45,367 | $14,056+222.8% | $8,961+406.3% | $11,409+297.7% |