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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 | $307,436 | $95,415+222.2% | $185,851+65.4% | $85,851+258.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.67% | 23.59%-7.9pp | 122.11%-106.4pp | 318.63%-303.0pp |
| Employer contribution / active EE | $10,209 | $3,314+208.1% | $5,168+97.5% | $2,565+298.0% |
| Participant deferral / active EE | $5,438 | $3,424+58.8% | $5,569-2.3% | $3,952+37.6% |
| Admin fee / account holder | $7,514 | $7,215+4.1% | $16,245-53.7% | $6,261+20.0% |