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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 | $359,950 | $93,598+284.6% | $135,974+164.7% | $75,173+378.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.68% | 30.89%-8.2pp | 68.30%-45.6pp | 160.72%-138.0pp |
| Employer contribution / active EE | $11,144 | $3,538+215.0% | $4,859+129.3% | $2,671+317.2% |
| Participant deferral / active EE | $10,731 | $6,405+67.5% | $7,760+38.3% | $4,126+160.1% |
| Admin fee / account holder | $4,570 | $6,978-34.5% | $10,767-57.6% | $5,651-19.1% |