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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 | $297,666 | $91,198+226.4% | $178,503+66.8% | $79,856+272.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.73% | 24.20%-13.5pp | 151.12%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $12,636 | $3,257+288.0% | $5,011+152.2% | $2,471+411.3% |
| Participant deferral / active EE | $8,330 | $3,237+157.4% | $5,202+60.1% | $3,741+122.7% |
| Admin fee / account holder | $5,553 | $6,748-17.7% | $13,987-60.3% | $5,306+4.6% |