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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 | $294,038 | $46,732+529.2% | $156,551+87.8% | $55,167+433.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 9.65% | 17.72%-8.1pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $16,646 | $2,105+690.7% | $5,501+202.6% | $1,963+748.2% |
| Participant deferral / active EE | $13,115 | $2,204+495.0% | $4,871+169.2% | $3,054+329.4% |
| Admin fee / account holder | $25,298 | $418+5946.8% | $13,028+94.2% | $504+4920.5% |