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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 | $330,436 | $77,638+325.6% | $156,551+111.1% | $62,881+425.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.66% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $11,244 | $3,444+226.5% | $5,501+104.4% | $2,281+392.9% |
| Participant deferral / active EE | $11,477 | $3,046+276.8% | $4,871+135.6% | $3,203+258.3% |
| Admin fee / account holder | $7,318 | $5,561+31.6% | $13,028-43.8% | $4,296+70.4% |