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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 | $273,614 | $85,171+221.3% | $172,753+58.4% | $72,976+274.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.17% | 27.32%-3.2pp | 803.00%-778.8pp | 81.02%-56.8pp |
| Employer contribution / active EE | $10,871 | $3,324+227.1% | $5,144+111.3% | $2,440+345.5% |
| Participant deferral / active EE | $10,743 | $3,260+229.5% | $5,198+106.7% | $3,608+197.8% |
| Admin fee / account holder | $2,648 | $5,880-55.0% | $13,956-81.0% | $5,124-48.3% |