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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 | $257,031 | $95,406+169.4% | $185,849+38.3% | $85,847+199.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.67% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $9,601 | $3,314+189.7% | $5,169+85.8% | $2,565+274.2% |
| Participant deferral / active EE | $10,345 | $3,424+202.2% | $5,569+85.8% | $3,952+161.7% |
| Admin fee / account holder | $6,132 | $7,214-15.0% | $16,244-62.2% | $6,261-2.0% |