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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 | $482,420 | $106,864+351.4% | $147,318+227.5% | $82,637+483.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.71% | 27.49%-12.8pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $13,092 | $3,417+283.2% | $4,593+185.1% | $2,552+413.0% |
| Participant deferral / active EE | $13,752 | $6,496+111.7% | $7,906+73.9% | $4,126+233.3% |
| Admin fee / account holder | $1,238 | $8,415-85.3% | $13,708-91.0% | $7,339-83.1% |