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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 | $308,124 | $78,690+291.6% | $161,489+90.8% | $87,485+252.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.88% | 32.74%-17.9pp | 89.72%-74.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $8,797 | $2,588+239.9% | $4,268+106.1% | $2,596+238.8% |
| Participant deferral / active EE | $10,422 | $3,311+214.8% | $5,630+85.1% | $4,274+143.9% |
| Admin fee / account holder | $22,227 | $6,724+230.6% | $16,006+38.9% | $7,775+185.9% |