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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 | $270,143 | $81,358+232.0% | $155,556+73.7% | $80,959+233.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.67% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $15,585 | $3,106+401.7% | $4,675+233.3% | $2,757+465.2% |
| Participant deferral / active EE | $13,062 | $3,455+278.0% | $5,631+132.0% | $4,300+203.8% |
| Admin fee / account holder | $1,535 | $7,994-80.8% | $15,885-90.3% | $6,925-77.8% |