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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 | $360,881 | $77,638+364.8% | $156,551+130.5% | $62,881+473.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.50% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $11,640 | $3,444+238.0% | $5,501+111.6% | $2,281+410.3% |
| Participant deferral / active EE | $6,781 | $3,046+122.6% | $4,871+39.2% | $3,203+111.7% |
| Admin fee / account holder | $127,818 | $5,561+2198.3% | $13,028+881.1% | $4,296+2875.5% |