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 | $260,873 | $77,939+234.7% | $149,740+74.2% | $75,184+247.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.78% | 31.53%-6.7pp | 134.51%-109.7pp | 160.78%-136.0pp |
| Employer contribution / active EE | $7,760 | $3,140+147.2% | $4,821+61.0% | $2,671+190.5% |
| Participant deferral / active EE | $6,042 | $3,412+77.1% | $5,683+6.3% | $4,127+46.4% |
| Admin fee / account holder | $21,142 | $5,953+255.1% | $13,222+59.9% | $5,652+274.1% |