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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 | $256,788 | $106,864+140.3% | $147,318+74.3% | $82,637+210.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.01% | 27.49%-8.5pp | 70.43%-51.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $9,350 | $3,417+173.7% | $4,593+103.6% | $2,552+266.4% |
| Participant deferral / active EE | $11,241 | $6,496+73.1% | $7,906+42.2% | $4,126+172.4% |
| Admin fee / account holder | $1,102 | $8,415-86.9% | $13,708-92.0% | $7,339-85.0% |