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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 | $286,289 | $77,638+268.8% | $156,551+82.9% | $62,881+355.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.32% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $22,984 | $3,444+567.4% | $5,501+317.8% | $2,281+907.6% |
| Participant deferral / active EE | $12,479 | $3,046+309.7% | $4,871+156.2% | $3,203+289.6% |
| Admin fee / account holder | $21,319 | $5,561+283.3% | $13,028+63.6% | $4,296+396.3% |