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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 | $386,542 | $48,078+704.0% | $78,676+391.3% | $62,881+514.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.54% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $10,509 | $2,015+421.7% | $2,850+268.7% | $2,281+360.7% |
| Participant deferral / active EE | $6,772 | $2,587+161.7% | $3,517+92.6% | $3,203+111.4% |
| Admin fee / account holder | $10,959 | $3,206+241.8% | $4,510+143.0% | $4,296+155.1% |