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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 | $354,023 | $87,834+303.1% | $133,975+164.2% | $62,881+463.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.28% | 12.05%-4.8pp | 29.29%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $16,265 | $3,482+367.1% | $5,211+212.1% | $2,281+613.1% |
| Participant deferral / active EE | $13,694 | $4,812+184.6% | $6,282+118.0% | $3,203+327.5% |
| Admin fee / account holder | $12,994 | $5,372+141.9% | $9,324+39.4% | $4,296+202.5% |