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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 | $289,725 | $106,864+171.1% | $147,318+96.7% | $82,637+250.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.58% | 27.49%-8.9pp | 70.43%-51.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $24,418 | $3,417+614.7% | $4,593+431.6% | $2,552+856.8% |
| Participant deferral / active EE | $16,896 | $6,496+160.1% | $7,906+113.7% | $4,126+309.5% |
| Admin fee / account holder | $24,669 | $8,415+193.2% | $13,708+80.0% | $7,339+236.1% |