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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 | $270,980 | $77,908+247.8% | $149,696+81.0% | $75,173+260.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.85% | 31.73%-15.9pp | 134.46%-118.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $5,681 | $3,138+81.0% | $4,821+17.8% | $2,671+112.7% |
| Participant deferral / active EE | $8,251 | $3,411+141.9% | $5,682+45.2% | $4,126+100.0% |
| Admin fee / account holder | $25,739 | $5,950+332.6% | $13,212+94.8% | $5,651+355.5% |