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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 | $337,715 | $95,406+254.0% | $185,849+81.7% | $85,847+293.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.89% | 23.59%-6.7pp | 122.10%-105.2pp | 318.61%-301.7pp |
| Employer contribution / active EE | $30,441 | $3,314+818.6% | $5,169+489.0% | $2,565+1086.6% |
| Participant deferral / active EE | $15,824 | $3,424+362.2% | $5,569+184.1% | $3,952+300.4% |
| Admin fee / account holder | $15,996 | $7,214+121.7% | $16,244-1.5% | $6,261+155.5% |