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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 | $270,360 | $84,236+221.0% | $170,435+58.6% | $70,126+285.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.38% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $14,570 | $3,387+330.1% | $5,432+168.2% | $2,343+522.0% |
| Participant deferral / active EE | $5,602 | $3,086+81.5% | $4,939+13.4% | $3,332+68.1% |
| Admin fee / account holder | $13,307 | $5,698+133.5% | $13,881-4.1% | $4,645+186.5% |