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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 | $273,931 | $77,638+252.8% | $156,551+75.0% | $62,881+335.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.88% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $18,284 | $3,444+430.9% | $5,501+232.4% | $2,281+701.6% |
| Participant deferral / active EE | $12,562 | $3,046+312.5% | $4,871+157.9% | $3,203+292.2% |
| Admin fee / account holder | $45,701 | $5,561+721.8% | $13,028+250.8% | $4,296+963.9% |