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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 | $253,650 | $91,179+178.2% | $178,499+42.1% | $79,852+217.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 29.67% | 24.19%+5.5pp | 151.10%-121.4pp | 31.72%-2.1pp |
| Employer contribution / active EE | $9,025 | $3,256+177.2% | $5,011+80.1% | $2,471+265.2% |
| Participant deferral / active EE | $5,047 | $3,236+56.0% | $5,202-3.0% | $3,740+34.9% |
| Admin fee / account holder | $6,529 | $6,749-3.2% | $13,986-53.3% | $5,306+23.1% |