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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 | $292,009 | $102,393+185.2% | $147,041+98.6% | $80,911+260.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.42% | 134.95%-109.5pp | 419.21%-393.8pp | 35.63%-10.2pp |
| Employer contribution / active EE | $8,878 | $3,715+139.0% | $4,935+79.9% | $2,756+222.2% |
| Participant deferral / active EE | $10,666 | $6,647+60.5% | $8,071+32.2% | $4,297+148.2% |
| Admin fee / account holder | $624 | $7,943-92.1% | $13,006-95.2% | $6,935-91.0% |