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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 | $296,045 | $77,920+279.9% | $149,723+97.7% | $75,177+293.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.76% | 31.72%-18.0pp | 134.50%-120.7pp | 160.75%-147.0pp |
| Employer contribution / active EE | $14,939 | $3,138+376.0% | $4,821+209.9% | $2,671+459.3% |
| Participant deferral / active EE | $9,413 | $3,411+175.9% | $5,682+65.6% | $4,126+128.1% |
| Admin fee / account holder | $143,305 | $5,951+2308.3% | $13,215+984.4% | $5,651+2435.8% |