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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 | $302,050 | $77,638+289.1% | $156,551+92.9% | $62,881+380.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.54% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $11,572 | $3,444+236.0% | $5,501+110.3% | $2,281+407.3% |
| Participant deferral / active EE | $8,927 | $3,046+193.1% | $4,871+83.3% | $3,203+178.7% |
| Admin fee / account holder | $14,501 | $5,561+160.8% | $13,028+11.3% | $4,296+237.6% |