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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 | $255,352 | $77,638+228.9% | $156,551+63.1% | $62,881+306.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.33% | 50.33%-39.0pp | 32.23%-20.9pp | 20.14%-8.8pp |
| Employer contribution / active EE | $15,755 | $3,444+357.5% | $5,501+186.4% | $2,281+590.7% |
| Participant deferral / active EE | $3,442 | $3,046+13.0% | $4,871-29.3% | $3,203+7.5% |
| Admin fee / account holder | $11,328 | $5,561+103.7% | $13,028-13.1% | $4,296+163.7% |