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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 | $308,051 | $99,053+211.0% | $88,179+249.3% | $138,895+121.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 12.89% | 78.17%-65.3pp | 64.97%-52.1pp | 145.39%-132.5pp |
| Employer contribution / active EE | $14,290 | $2,882+395.8% | $2,549+460.5% | $4,194+240.7% |
| Participant deferral / active EE | $26,000 | $5,225+397.6% | $4,614+463.5% | $6,396+306.5% |
| Admin fee / account holder | $2,553 | $8,748-70.8% | $7,673-66.7% | $12,562-79.7% |