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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 | $360,990 | $95,415+278.3% | $185,851+94.2% | $85,851+320.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.27% | 23.59%-11.3pp | 122.11%-109.8pp | 318.63%-306.4pp |
| Employer contribution / active EE | $8,250 | $3,314+148.9% | $5,168+59.6% | $2,565+221.6% |
| Participant deferral / active EE | $5,083 | $3,424+48.5% | $5,569-8.7% | $3,952+28.6% |
| Admin fee / account holder | $18,973 | $7,215+163.0% | $16,245+16.8% | $6,261+203.0% |