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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 | $106,864+272.8% | $147,318+170.4% | $82,637+382.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.39% | 27.49%-13.1pp | 70.43%-56.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $13,783 | $3,417+303.4% | $4,593+200.1% | $2,552+440.1% |
| Participant deferral / active EE | $8,699 | $6,496+33.9% | $7,906+10.0% | $4,126+110.8% |
| Admin fee / account holder | $1,573 | $8,415-81.3% | $13,708-88.5% | $7,339-78.6% |