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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 | $350,333 | $95,415+267.2% | $185,851+88.5% | $85,851+308.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.80% | 23.59%-5.8pp | 122.11%-104.3pp | 318.63%-300.8pp |
| Employer contribution / active EE | $9,774 | $3,314+194.9% | $5,168+89.1% | $2,565+281.0% |
| Participant deferral / active EE | $6,827 | $3,424+99.4% | $5,569+22.6% | $3,952+72.7% |
| Admin fee / account holder | $8,713 | $7,215+20.8% | $16,245-46.4% | $6,261+39.2% |