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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 | $252,068 | $85,171+196.0% | $172,753+45.9% | $72,976+245.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.14% | 27.32%-2.2pp | 803.00%-777.9pp | 81.02%-55.9pp |
| Employer contribution / active EE | $4,706 | $3,324+41.6% | $5,144-8.5% | $2,440+92.9% |
| Participant deferral / active EE | $6,036 | $3,260+85.1% | $5,198+16.1% | $3,608+67.3% |
| Admin fee / account holder | $3,783 | $5,880-35.7% | $13,956-72.9% | $5,124-26.2% |