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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 | $311,601 | $106,749+191.9% | $145,433+114.3% | $82,448+277.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.03% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $7,117 | $3,444+106.6% | $4,554+56.3% | $2,551+179.0% |
| Participant deferral / active EE | $13,857 | $6,519+112.6% | $7,897+75.5% | $4,139+234.8% |
| Admin fee / account holder | $21,719 | $8,390+158.9% | $13,129+65.4% | $7,234+200.2% |