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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 | $304,293 | $77,638+291.9% | $156,551+94.4% | $62,881+383.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.35% | 50.33%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $15,587 | $3,444+352.6% | $5,501+183.3% | $2,281+583.4% |
| Participant deferral / active EE | $15,390 | $3,046+405.3% | $4,871+215.9% | $3,203+380.5% |
| Admin fee / account holder | $11,894 | $5,561+113.9% | $13,028-8.7% | $4,296+176.9% |