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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 | $320,339 | $84,236+280.3% | $170,435+88.0% | $70,126+356.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.66% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $13,392 | $3,387+295.4% | $5,432+146.5% | $2,343+471.7% |
| Participant deferral / active EE | $10,028 | $3,086+225.0% | $4,939+103.0% | $3,332+201.0% |
| Admin fee / account holder | $2,614 | $5,698-54.1% | $13,881-81.2% | $4,645-43.7% |