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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 | $284,497 | $78,690+261.5% | $161,489+76.2% | $87,485+225.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.91% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $7,497 | $2,588+189.6% | $4,268+75.6% | $2,596+188.7% |
| Participant deferral / active EE | $6,476 | $3,311+95.6% | $5,630+15.0% | $4,274+51.5% |
| Admin fee / account holder | $1,352 | $6,724-79.9% | $16,006-91.6% | $7,775-82.6% |