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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 | $384,667 | $138,366+178.0% | $184,185+108.8% | $80,911+375.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.76% | 20.02%-5.3pp | 28.81%-14.1pp | 35.63%-20.9pp |
| Employer contribution / active EE | $11,165 | $4,849+130.3% | $6,426+73.8% | $2,756+305.2% |
| Participant deferral / active EE | $14,849 | $7,074+109.9% | $9,132+62.6% | $4,297+245.6% |
| Admin fee / account holder | $10,009 | $10,484-4.5% | $13,909-28.0% | $6,935+44.3% |