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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 | $253,988 | $78,690+222.8% | $161,489+57.3% | $87,485+190.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.62% | 32.74%-20.1pp | 89.72%-77.1pp | 26.06%-13.4pp |
| Employer contribution / active EE | $6,818 | $2,588+163.4% | $4,268+59.7% | $2,596+162.6% |
| Participant deferral / active EE | $6,636 | $3,311+100.4% | $5,630+17.9% | $4,274+55.3% |
| Admin fee / account holder | $1,403 | $6,724-79.1% | $16,006-91.2% | $7,775-82.0% |