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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 | $286,741 | $107,421+166.9% | $182,262+57.3% | $94,015+205.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 17.32% | 21.32%-4.0pp | 140.60%-123.3pp | 17.84%-0.5pp |
| Employer contribution / active EE | $12,543 | $3,448+263.8% | $5,046+148.6% | $2,790+349.6% |
| Participant deferral / active EE | $9,466 | $6,558+44.3% | $8,276+14.4% | $4,249+122.8% |
| Admin fee / account holder | $5,813 | $8,692-33.1% | $16,712-65.2% | $8,951-35.1% |