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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 | $314,095 | $95,415+229.2% | $185,851+69.0% | $85,851+265.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 31.73% | 23.59%+8.1pp | 122.11%-90.4pp | 318.63%-286.9pp |
| Employer contribution / active EE | $10,741 | $3,314+224.1% | $5,168+107.8% | $2,565+318.7% |
| Participant deferral / active EE | $6,487 | $3,424+89.5% | $5,569+16.5% | $3,952+64.1% |
| Admin fee / account holder | $2,417 | $7,215-66.5% | $16,245-85.1% | $6,261-61.4% |