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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 | $270,716 | $78,425+245.2% | $95,956+182.1% | $79,858+239.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.08% | 19.37%-3.3pp | 91.63%-75.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $10,372 | $1,945+433.2% | $2,541+308.2% | $2,471+319.8% |
| Participant deferral / active EE | $7,044 | $3,440+104.8% | $4,167+69.1% | $3,740+88.3% |
| Admin fee / account holder | $8,760 | $5,622+55.8% | $6,797+28.9% | $5,306+65.1% |