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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 | $350,696 | $153,769+128.1% | $133,975+161.8% | $273,972+28.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.72% | 36.51%-21.8pp | 29.29%-14.6pp | 41.46%-26.7pp |
| Employer contribution / active EE | $13,545 | $6,029+124.7% | $5,211+159.9% | $4,869+178.2% |
| Participant deferral / active EE | $13,300 | $6,958+91.1% | $6,282+111.7% | $5,287+151.5% |
| Admin fee / account holder | $372 | $11,765-96.8% | $9,324-96.0% | $10,133-96.3% |