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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 | $270,355 | $407,956-33.7% | $299,830-9.8% | $198,609+36.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 11.12% | 6.66%+4.5pp | 10.58%+0.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $18,196 | $7,661+137.5% | $5,842+211.5% | $5,055+259.9% |
| Participant deferral / active EE | $14,026 | $8,628+62.6% | $7,038+99.3% | $6,977+101.0% |
| Admin fee / account holder | $2,175 | $73,031-97.0% | $50,982-95.7% | $19,030-88.6% |