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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 | $297,893 | $77,908+282.4% | $149,696+99.0% | $75,173+296.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.34% | 31.73%-16.4pp | 134.46%-119.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $11,625 | $3,138+270.5% | $4,821+141.1% | $2,671+335.2% |
| Participant deferral / active EE | $7,154 | $3,411+109.7% | $5,682+25.9% | $4,126+73.4% |
| Admin fee / account holder | $9,918 | $5,950+66.7% | $13,212-24.9% | $5,651+75.5% |