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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 | $336,051 | $77,638+332.8% | $156,551+114.7% | $62,881+434.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.09% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $17,330 | $3,444+403.2% | $5,501+215.0% | $2,281+659.8% |
| Participant deferral / active EE | $16,231 | $3,046+432.9% | $4,871+233.2% | $3,203+406.7% |
| Admin fee / account holder | $36,598 | $5,561+558.1% | $13,028+180.9% | $4,296+752.0% |