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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 | $328,469 | $95,406+244.3% | $185,849+76.7% | $85,847+282.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.79% | 23.59%-9.8pp | 122.10%-108.3pp | 318.61%-304.8pp |
| Employer contribution / active EE | $18,489 | $3,314+458.0% | $5,169+257.7% | $2,565+620.7% |
| Participant deferral / active EE | $12,925 | $3,424+277.5% | $5,569+132.1% | $3,952+227.0% |
| Admin fee / account holder | $11,917 | $7,214+65.2% | $16,244-26.6% | $6,261+90.3% |