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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 | $320,208 | $138,366+131.4% | $184,185+73.9% | $80,911+295.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 20.03% | 20.02%0pp | 28.81%-8.8pp | 35.63%-15.6pp |
| Employer contribution / active EE | $7,984 | $4,849+64.7% | $6,426+24.2% | $2,756+189.7% |
| Participant deferral / active EE | $8,218 | $7,074+16.2% | $9,132-10.0% | $4,297+91.2% |
| Admin fee / account holder | $27,268 | $10,484+160.1% | $13,909+96.0% | $6,935+293.2% |