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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 | $731,721 | $181,896+302.3% | $156,551+367.4% | $273,972+167.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.48% | 30.74%-22.3pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $14,343 | $6,248+129.6% | $5,501+160.7% | $4,869+194.6% |
| Participant deferral / active EE | $8,934 | $5,550+61.0% | $4,871+83.4% | $5,287+69.0% |
| Admin fee / account holder | $44,001 | $15,560+182.8% | $13,028+237.7% | $10,133+334.3% |