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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 | $622,338 | $106,864+482.4% | $147,318+322.4% | $82,637+653.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.00% | 27.49%-9.5pp | 70.43%-52.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $4,076 | $3,417+19.3% | $4,593-11.3% | $2,552+59.7% |
| Participant deferral / active EE | $10,847 | $6,496+67.0% | $7,906+37.2% | $4,126+162.9% |
| Admin fee / account holder | $2,239 | $8,415-73.4% | $13,708-83.7% | $7,339-69.5% |