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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 | $262,842 | $77,638+238.5% | $156,551+67.9% | $62,881+318.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.33% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $11,710 | $3,444+240.0% | $5,501+112.9% | $2,281+413.4% |
| Participant deferral / active EE | $7,247 | $3,046+138.0% | $4,871+48.8% | $3,203+126.3% |
| Admin fee / account holder | $72,720 | $5,561+1207.6% | $13,028+458.2% | $4,296+1592.8% |