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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 | $332,272 | $153,769+116.1% | $133,975+148.0% | $273,972+21.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 23.27% | 36.51%-13.2pp | 29.29%-6.0pp | 41.46%-18.2pp |
| Employer contribution / active EE | $13,971 | $6,029+131.7% | $5,211+168.1% | $4,869+187.0% |
| Participant deferral / active EE | $19,000 | $6,958+173.0% | $6,282+202.5% | $5,287+259.4% |
| Admin fee / account holder | $36,140 | $11,765+207.2% | $9,324+287.6% | $10,133+256.7% |