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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 | $330,309 | $84,236+292.1% | $170,435+93.8% | $70,126+371.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.36% | 23.06%-4.7pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $12,493 | $3,387+268.8% | $5,432+130.0% | $2,343+433.3% |
| Participant deferral / active EE | $7,445 | $3,086+141.3% | $4,939+50.7% | $3,332+123.4% |
| Admin fee / account holder | $3,938 | $5,698-30.9% | $13,881-71.6% | $4,645-15.2% |