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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 | $350,023 | $107,421+225.8% | $182,262+92.0% | $94,015+272.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 16.78% | 21.32%-4.5pp | 140.60%-123.8pp | 17.84%-1.1pp |
| Employer contribution / active EE | $11,388 | $3,448+230.3% | $5,046+125.7% | $2,790+308.1% |
| Participant deferral / active EE | $9,478 | $6,558+44.5% | $8,276+14.5% | $4,249+123.0% |
| Admin fee / account holder | $696 | $8,692-92.0% | $16,712-95.8% | $8,951-92.2% |