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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 | $259,238 | $77,638+233.9% | $156,551+65.6% | $62,881+312.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.89% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $10,063 | $3,444+192.2% | $5,501+82.9% | $2,281+341.2% |
| Participant deferral / active EE | $7,498 | $3,046+146.2% | $4,871+53.9% | $3,203+134.1% |
| Admin fee / account holder | $1,654 | $5,561-70.3% | $13,028-87.3% | $4,296-61.5% |