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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 | $270,651 | $95,406+183.7% | $185,849+45.6% | $85,847+215.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.78% | 23.59%-10.8pp | 122.10%-109.3pp | 318.61%-305.8pp |
| Employer contribution / active EE | $7,203 | $3,314+117.4% | $5,169+39.4% | $2,565+180.8% |
| Participant deferral / active EE | $4,969 | $3,424+45.1% | $5,569-10.8% | $3,952+25.7% |
| Admin fee / account holder | $17,569 | $7,214+143.5% | $16,244+8.2% | $6,261+180.6% |