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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 | $267,546 | $106,749+150.6% | $145,433+84.0% | $82,448+224.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.11% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $9,218 | $3,444+167.6% | $4,554+102.4% | $2,551+261.4% |
| Participant deferral / active EE | $14,640 | $6,519+124.6% | $7,897+85.4% | $4,139+253.7% |
| Admin fee / account holder | $10,894 | $8,390+29.8% | $13,129-17.0% | $7,234+50.6% |