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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 | $340,553 | $78,707+332.7% | $117,861+188.9% | $70,126+385.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.73% | 23.30%-8.6pp | 335.11%-320.4pp | 73.15%-58.4pp |
| Employer contribution / active EE | $8,095 | $2,223+264.1% | $3,786+113.8% | $2,343+245.6% |
| Participant deferral / active EE | $3,307 | $3,297+0.3% | $4,482-26.2% | $3,332-0.7% |
| Admin fee / account holder | $3,231 | $5,066-36.2% | $8,021-59.7% | $4,645-30.4% |