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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 | $269,906 | $87,834+207.3% | $133,975+101.5% | $62,881+329.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.43% | 12.05%+0.4pp | 29.29%-16.9pp | 20.14%-7.7pp |
| Employer contribution / active EE | $17,360 | $3,482+398.5% | $5,211+233.1% | $2,281+661.1% |
| Participant deferral / active EE | $14,835 | $4,812+208.3% | $6,282+136.2% | $3,203+363.2% |
| Admin fee / account holder | $2,094 | $5,372-61.0% | $9,324-77.5% | $4,296-51.3% |