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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 | $262,843 | $84,236+212.0% | $170,435+54.2% | $70,126+274.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.24% | 23.06%-7.8pp | 205.94%-190.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $13,318 | $3,387+293.2% | $5,432+145.2% | $2,343+468.6% |
| Participant deferral / active EE | $8,886 | $3,086+187.9% | $4,939+79.9% | $3,332+166.7% |
| Admin fee / account holder | $6,846 | $5,698+20.1% | $13,881-50.7% | $4,645+47.4% |