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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 | $295,719 | $106,864+176.7% | $147,318+100.7% | $82,637+257.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.28% | 27.49%-11.2pp | 70.43%-54.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $6,475 | $3,417+89.5% | $4,593+41.0% | $2,552+153.7% |
| Participant deferral / active EE | $10,964 | $6,496+68.8% | $7,906+38.7% | $4,126+165.7% |
| Admin fee / account holder | $33,596 | $8,415+299.2% | $13,708+145.1% | $7,339+357.8% |