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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 | $370,665 | $138,393+167.8% | $184,256+101.2% | $80,959+357.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.65% | 20.01%-5.4pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $14,144 | $4,847+191.8% | $6,427+120.1% | $2,757+413.0% |
| Participant deferral / active EE | $22,384 | $7,076+216.3% | $9,133+145.1% | $4,300+420.5% |
| Admin fee / account holder | $84,498 | $10,489+705.6% | $13,899+507.9% | $6,925+1120.1% |