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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 | $273,250 | $77,908+250.7% | $149,696+82.5% | $75,173+263.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.60% | 31.73%-10.1pp | 134.46%-112.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $15,987 | $3,138+409.5% | $4,821+231.6% | $2,671+498.5% |
| Participant deferral / active EE | $8,325 | $3,411+144.1% | $5,682+46.5% | $4,126+101.8% |
| Admin fee / account holder | $10,625 | $5,950+78.6% | $13,212-19.6% | $5,651+88.0% |