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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 | $106,864+150.4% | $147,318+81.6% | $82,637+223.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.11% | 27.49%-10.4pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $9,218 | $3,417+169.8% | $4,593+100.7% | $2,552+261.2% |
| Participant deferral / active EE | $14,640 | $6,496+125.4% | $7,906+85.2% | $4,126+254.8% |
| Admin fee / account holder | $10,894 | $8,415+29.5% | $13,708-20.5% | $7,339+48.4% |