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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 | $298,356 | $91,439+226.3% | $135,974+119.4% | $71,511+317.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 26.89% | 29.90%-3.0pp | 68.30%-41.4pp | 28.86%-2.0pp |
| Employer contribution / active EE | $7,606 | $3,705+105.3% | $4,859+56.5% | $2,589+193.7% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $46,291 | $1,267+3554.6% | $10,767+330.0% | $1,588+2814.2% |