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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 | $106,864+191.6% | $147,318+111.5% | $82,637+277.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.03% | 27.49%-9.5pp | 70.43%-52.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $7,117 | $3,417+108.3% | $4,593+54.9% | $2,552+178.9% |
| Participant deferral / active EE | $13,857 | $6,496+113.3% | $7,906+75.3% | $4,126+235.8% |
| Admin fee / account holder | $21,719 | $8,415+158.1% | $13,708+58.4% | $7,339+195.9% |