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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 | $255,507 | $91,198+180.2% | $178,503+43.1% | $79,856+220.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.87% | 24.20%-7.3pp | 151.12%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $13,290 | $3,257+308.1% | $5,011+165.2% | $2,471+437.8% |
| Participant deferral / active EE | $7,206 | $3,237+122.7% | $5,202+38.5% | $3,741+92.6% |
| Admin fee / account holder | $6,665 | $6,748-1.2% | $13,987-52.4% | $5,306+25.6% |