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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 | $307,266 | $142,972+114.9% | $214,702+43.1% | $86,983+253.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 19.28% | 18.49%+0.8pp | 54.55%-35.3pp | 25.83%-6.6pp |
| Employer contribution / active EE | $10,436 | $4,635+125.2% | $6,461+61.5% | $2,584+303.8% |
| Participant deferral / active EE | $10,726 | $6,568+63.3% | $9,147+17.3% | $4,194+155.8% |
| Admin fee / account holder | $4,250 | $17,617-75.9% | $19,830-78.6% | $7,856-45.9% |