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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 | $359,619 | $81,358+342.0% | $155,556+131.2% | $80,959+344.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.31% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $7,065 | $3,106+127.4% | $4,675+51.1% | $2,757+156.3% |
| Participant deferral / active EE | $14,840 | $3,455+329.5% | $5,631+163.6% | $4,300+245.1% |
| Admin fee / account holder | $13,439 | $7,994+68.1% | $15,885-15.4% | $6,925+94.1% |