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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 | $310,685 | $93,598+231.9% | $135,974+128.5% | $75,173+313.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.22% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $19,638 | $3,538+455.1% | $4,859+304.2% | $2,671+635.3% |
| Participant deferral / active EE | $15,336 | $6,405+139.4% | $7,760+97.6% | $4,126+271.7% |
| Admin fee / account holder | $9,206 | $6,978+31.9% | $10,767-14.5% | $5,651+62.9% |