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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 | $267,998 | $91,198+193.9% | $178,503+50.1% | $79,856+235.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.79% | 24.20%-6.4pp | 151.12%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $7,988 | $3,257+145.3% | $5,011+59.4% | $2,471+223.2% |
| Participant deferral / active EE | $8,168 | $3,237+152.4% | $5,202+57.0% | $3,741+118.4% |
| Admin fee / account holder | $2,559 | $6,748-62.1% | $13,987-81.7% | $5,306-51.8% |