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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 | $360,564 | $106,864+237.4% | $147,318+144.8% | $82,637+336.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.62% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $10,409 | $3,417+204.7% | $4,593+126.6% | $2,552+307.9% |
| Participant deferral / active EE | $12,682 | $6,496+95.2% | $7,906+60.4% | $4,126+207.4% |
| Admin fee / account holder | $2,163 | $8,415-74.3% | $13,708-84.2% | $7,339-70.5% |