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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 | $316,306 | $78,707+301.9% | $117,861+168.4% | $70,126+351.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.86% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $14,171 | $2,223+537.3% | $3,786+274.3% | $2,343+504.9% |
| Participant deferral / active EE | $12,994 | $3,297+294.1% | $4,482+189.9% | $3,332+290.0% |
| Admin fee / account holder | $5,896 | $5,066+16.4% | $8,021-26.5% | $4,645+26.9% |