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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 | $312,907 | $106,864+192.8% | $147,318+112.4% | $82,637+278.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.45% | 27.49%-12.0pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $5,656 | $3,417+65.6% | $4,593+23.2% | $2,552+121.6% |
| Participant deferral / active EE | $10,427 | $6,496+60.5% | $7,906+31.9% | $4,126+152.7% |
| Admin fee / account holder | $4,758 | $8,415-43.5% | $13,708-65.3% | $7,339-35.2% |