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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 | $316,422 | $91,198+247.0% | $178,503+77.3% | $79,856+296.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.31% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $10,140 | $3,257+211.4% | $5,011+102.3% | $2,471+310.3% |
| Participant deferral / active EE | $7,386 | $3,237+128.2% | $5,202+42.0% | $3,741+97.4% |
| Admin fee / account holder | $442 | $6,748-93.5% | $13,987-96.8% | $5,306-91.7% |