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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 | $398,373 | $106,749+273.2% | $145,433+173.9% | $82,448+383.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.39% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $13,783 | $3,444+300.2% | $4,554+202.6% | $2,551+440.3% |
| Participant deferral / active EE | $8,699 | $6,519+33.4% | $7,897+10.1% | $4,139+110.1% |
| Admin fee / account holder | $1,573 | $8,390-81.3% | $13,129-88.0% | $7,234-78.3% |