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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 | $264,907 | $89,367+196.4% | $141,191+87.6% | $72,975+263.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.09% | 111.87%-90.8pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $10,190 | $3,115+227.2% | $4,736+115.2% | $2,440+317.6% |
| Participant deferral / active EE | $10,983 | $5,419+102.7% | $6,710+63.7% | $3,608+204.4% |
| Admin fee / account holder | $5,956 | $5,9570% | $10,264-42.0% | $5,124+16.2% |