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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 | $252,770 | $109,359+131.1% | $162,177+55.9% | $72,975+246.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.12% | 25.46%-1.3pp | 115.60%-91.5pp | 81.01%-56.9pp |
| Employer contribution / active EE | $15,708 | $3,907+302.0% | $5,613+179.9% | $2,440+543.8% |
| Participant deferral / active EE | $13,243 | $5,481+141.6% | $7,297+81.5% | $3,608+267.1% |
| Admin fee / account holder | $3,977 | $7,972-50.1% | $10,843-63.3% | $5,124-22.4% |