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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 | $310,127 | $77,638+299.5% | $156,551+98.1% | $62,881+393.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.73% | 50.33%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $13,427 | $3,444+289.9% | $5,501+144.1% | $2,281+488.7% |
| Participant deferral / active EE | $12,090 | $3,046+297.0% | $4,871+148.2% | $3,203+277.5% |
| Admin fee / account holder | $2,019 | $5,561-63.7% | $13,028-84.5% | $4,296-53.0% |