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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 | $327,707 | $76,551+328.1% | $123,894+164.5% | $62,881+421.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.00% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $10,948 | $2,882+279.8% | $4,617+137.1% | $2,281+380.0% |
| Participant deferral / active EE | $7,198 | $4,840+48.7% | $5,984+20.3% | $3,203+124.7% |
| Admin fee / account holder | $4,443 | $4,826-7.9% | $8,357-46.8% | $4,296+3.4% |