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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 | $296,298 | $78,705+276.5% | $117,860+151.4% | $70,124+322.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.37% | 23.30%-3.9pp | 335.10%-315.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $6,290 | $2,223+182.9% | $3,786+66.1% | $2,342+168.5% |
| Participant deferral / active EE | $5,962 | $3,297+80.8% | $4,482+33.0% | $3,332+79.0% |
| Admin fee / account holder | $9,808 | $5,065+93.6% | $8,021+22.3% | $4,645+111.1% |