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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 | $292,841 | $78,707+272.1% | $117,861+148.5% | $70,126+317.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.28% | 23.30%-6.0pp | 335.11%-317.8pp | 73.15%-55.9pp |
| Employer contribution / active EE | $13,884 | $2,223+524.4% | $3,786+266.7% | $2,343+492.7% |
| Participant deferral / active EE | $11,704 | $3,297+254.9% | $4,482+161.1% | $3,332+251.3% |
| Admin fee / account holder | $661 | $5,066-87.0% | $8,021-91.8% | $4,645-85.8% |