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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 | $250,265 | $77,908+221.2% | $149,696+67.2% | $75,173+232.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 26.28% | 31.73%-5.4pp | 134.46%-108.2pp | 160.72%-134.4pp |
| Employer contribution / active EE | $12,364 | $3,138+294.0% | $4,821+156.5% | $2,671+362.9% |
| Participant deferral / active EE | $8,604 | $3,411+152.2% | $5,682+51.4% | $4,126+108.5% |
| Admin fee / account holder | $2,597 | $5,950-56.4% | $13,212-80.3% | $5,651-54.0% |