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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 | $296,608 | $72,486+309.2% | $87,103+240.5% | $72,976+306.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.79% | 24.46%-3.7pp | 28.19%-7.4pp | 81.02%-60.2pp |
| Employer contribution / active EE | $11,542 | $1,894+509.4% | $2,521+357.7% | $2,440+373.0% |
| Participant deferral / active EE | $6,392 | $3,270+95.5% | $4,049+57.9% | $3,608+77.2% |
| Admin fee / account holder | $12,148 | $5,055+140.3% | $7,491+62.2% | $5,124+137.1% |