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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 | $280,383 | $57,541+387.3% | $95,740+192.9% | $75,173+273.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.66% | 34.93%-19.3pp | 28.41%-12.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $8,570 | $1,808+374.1% | $2,836+202.2% | $2,671+220.9% |
| Participant deferral / active EE | $6,912 | $3,074+124.8% | $4,244+62.9% | $4,126+67.5% |
| Admin fee / account holder | $14,775 | $4,099+260.5% | $5,676+160.3% | $5,651+161.5% |