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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 | $303,103 | $77,638+290.4% | $156,551+93.6% | $62,881+382.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.77% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $16,245 | $3,444+371.7% | $5,501+195.3% | $2,281+612.2% |
| Participant deferral / active EE | $10,817 | $3,046+255.2% | $4,871+122.1% | $3,203+237.7% |
| Admin fee / account holder | $27,406 | $5,561+392.8% | $13,028+110.4% | $4,296+538.0% |