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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 | $299,778 | $89,367+235.4% | $141,191+112.3% | $72,975+310.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.60% | 111.87%-85.3pp | 71.41%-44.8pp | 81.01%-54.4pp |
| Employer contribution / active EE | $17,903 | $3,115+474.8% | $4,736+278.0% | $2,440+633.7% |
| Participant deferral / active EE | $5,696 | $5,419+5.1% | $6,710-15.1% | $3,608+57.9% |
| Admin fee / account holder | $962 | $5,957-83.8% | $10,264-90.6% | $5,124-81.2% |