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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 | $372,946 | $106,749+249.4% | $145,433+156.4% | $82,448+352.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.53% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $17,648 | $3,444+412.4% | $4,554+287.5% | $2,551+591.8% |
| Participant deferral / active EE | $11,256 | $6,519+72.7% | $7,897+42.5% | $4,139+171.9% |
| Admin fee / account holder | $57,000 | $8,390+579.4% | $13,129+334.2% | $7,234+687.9% |