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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 | $298,425 | $109,359+172.9% | $162,177+84.0% | $72,975+308.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.54% | 25.46%-1.9pp | 115.60%-92.1pp | 81.01%-57.5pp |
| Employer contribution / active EE | $17,980 | $3,907+360.2% | $5,613+220.3% | $2,440+636.9% |
| Participant deferral / active EE | $15,252 | $5,481+178.3% | $7,297+109.0% | $3,608+322.8% |
| Admin fee / account holder | $7,618 | $7,972-4.4% | $10,843-29.7% | $5,124+48.7% |