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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 | $330,287 | $77,638+325.4% | $156,551+111.0% | $62,881+425.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.95% | 50.33%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $14,537 | $3,444+322.1% | $5,501+164.2% | $2,281+537.3% |
| Participant deferral / active EE | $11,288 | $3,046+270.6% | $4,871+131.7% | $3,203+252.4% |
| Admin fee / account holder | $3,208 | $5,561-42.3% | $13,028-75.4% | $4,296-25.3% |