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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 | $268,131 | $77,638+245.4% | $156,551+71.3% | $62,881+326.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.43% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $15,493 | $3,444+349.9% | $5,501+181.6% | $2,281+579.2% |
| Participant deferral / active EE | $11,179 | $3,046+267.1% | $4,871+129.5% | $3,203+249.0% |
| Admin fee / account holder | $6,468 | $5,561+16.3% | $13,028-50.4% | $4,296+50.6% |