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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 | $300,459 | $182,442+64.7% | $163,379+83.9% | $138,895+116.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 11.43% | 72.74%-61.3pp | 63.41%-52.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $8,750 | $4,159+110.4% | $3,752+133.2% | $4,194+108.6% |
| Participant deferral / active EE | $30,500 | $6,817+347.4% | $6,282+385.5% | $6,396+376.8% |
| Admin fee / account holder | $173,193 | $10,396+1566.0% | $9,818+1664.1% | $12,562+1278.7% |