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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 | $381,148 | $108,825+250.2% | $156,181+144.0% | $82,448+362.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.81% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $8,260 | $2,870+187.8% | $4,294+92.4% | $2,551+223.8% |
| Participant deferral / active EE | $8,363 | $4,577+82.7% | $6,132+36.4% | $4,139+102.0% |
| Admin fee / account holder | $15,055 | $9,341+61.2% | $14,586+3.2% | $7,234+108.1% |