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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 | $297,278 | $91,559+224.7% | $133,978+121.9% | $79,856+272.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.14% | 61.85%-46.7pp | 45.10%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $7,315 | $2,384+206.9% | $3,919+86.6% | $2,471+196.0% |
| Participant deferral / active EE | $8,927 | $3,734+139.1% | $5,047+76.9% | $3,741+138.6% |
| Admin fee / account holder | $64,922 | $6,321+927.1% | $8,930+627.0% | $5,306+1123.5% |