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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 | $258,100 | $88,137+192.8% | $164,975+56.4% | $74,429+246.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.49% | 17.13%-0.6pp | 70.12%-53.6pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $8,106 | $2,597+212.1% | $4,343+86.7% | $2,625+208.8% |
| Participant deferral / active EE | $3,023 | $4,501-32.8% | $6,033-49.9% | $4,348-30.5% |
| Admin fee / account holder | $17,775 | $2,231+696.5% | $12,688+40.1% | $1,944+814.2% |