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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 | $331,174 | $93,617+253.8% | $135,982+143.5% | $75,177+340.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 45.21% | 30.89%+14.3pp | 68.32%-23.1pp | 160.75%-115.5pp |
| Employer contribution / active EE | $5,986 | $3,538+69.2% | $4,859+23.2% | $2,671+124.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,124 | $6,980+16.4% | $10,767-24.5% | $5,651+43.8% |