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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 | $364,190 | $72,273+403.9% | $101,275+259.6% | $79,856+356.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.94% | 22.30%-9.4pp | 46.48%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $15,312 | $2,691+469.0% | $3,660+318.3% | $2,471+519.6% |
| Participant deferral / active EE | $11,124 | $3,282+239.0% | $4,371+154.5% | $3,741+197.4% |
| Admin fee / account holder | $28,880 | $4,401+556.2% | $5,948+385.6% | $5,306+444.3% |