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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 | $250,722 | $85,171+194.4% | $172,752+45.1% | $72,975+243.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.86% | 27.32%-2.5pp | 802.97%-778.1pp | 81.01%-56.2pp |
| Employer contribution / active EE | $8,027 | $3,324+141.5% | $5,144+56.0% | $2,440+229.0% |
| Participant deferral / active EE | $6,182 | $3,260+89.6% | $5,198+18.9% | $3,608+71.3% |
| Admin fee / account holder | $7,804 | $5,880+32.7% | $13,955-44.1% | $5,124+52.3% |