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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 | $280,279 | $95,406+193.8% | $185,849+50.8% | $85,847+226.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 26.21% | 23.59%+2.6pp | 122.10%-95.9pp | 318.61%-292.4pp |
| Employer contribution / active EE | $9,938 | $3,314+199.9% | $5,169+92.3% | $2,565+287.4% |
| Participant deferral / active EE | $6,580 | $3,424+92.2% | $5,569+18.2% | $3,952+66.5% |
| Admin fee / account holder | $6,503 | $7,214-9.9% | $16,244-60.0% | $6,261+3.9% |