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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 | $371,776 | $72,273+414.4% | $101,275+267.1% | $79,856+365.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.19% | 22.30%-7.1pp | 46.48%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $15,306 | $2,691+468.7% | $3,660+318.2% | $2,471+519.4% |
| Participant deferral / active EE | $12,828 | $3,282+290.9% | $4,371+193.5% | $3,741+243.0% |
| Admin fee / account holder | $9,358 | $4,401+112.6% | $5,948+57.3% | $5,306+76.3% |