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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 | $294,867 | $138,385+113.1% | $184,200+60.1% | $80,874+264.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 20.09% | 20.02%+0.1pp | 28.80%-8.7pp | 35.62%-15.5pp |
| Employer contribution / active EE | $13,113 | $4,849+170.4% | $6,424+104.1% | $2,756+375.9% |
| Participant deferral / active EE | $20,424 | $7,073+188.8% | $9,132+123.7% | $4,297+375.3% |
| Admin fee / account holder | $8,380 | $10,483-20.1% | $13,907-39.7% | $6,935+20.8% |