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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 | $256,987 | $84,236+205.1% | $170,435+50.8% | $70,126+266.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.76% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $17,380 | $3,387+413.1% | $5,432+219.9% | $2,343+642.0% |
| Participant deferral / active EE | $7,061 | $3,086+128.8% | $4,939+42.9% | $3,332+111.9% |
| Admin fee / account holder | $679 | $5,698-88.1% | $13,881-95.1% | $4,645-85.4% |