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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 | $687,808 | $106,864+543.6% | $147,318+366.9% | $82,637+732.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.85% | 27.49%-12.6pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $12,551 | $3,417+267.4% | $4,593+173.3% | $2,552+391.8% |
| Participant deferral / active EE | $13,805 | $6,496+112.5% | $7,906+74.6% | $4,126+234.6% |
| Admin fee / account holder | $11,868 | $8,415+41.0% | $13,708-13.4% | $7,339+61.7% |