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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 | $404,235 | $106,749+278.7% | $145,433+178.0% | $82,448+390.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.18% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $8,372 | $3,444+143.0% | $4,554+83.8% | $2,551+228.2% |
| Participant deferral / active EE | $13,712 | $6,519+110.4% | $7,897+73.6% | $4,139+231.3% |
| Admin fee / account holder | $7,375 | $8,390-12.1% | $13,129-43.8% | $7,234+1.9% |