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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 | $310,848 | $78,705+295.0% | $117,857+163.8% | $70,131+343.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.19% | 23.30%-8.1pp | 335.09%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,290 | $2,223+137.9% | $3,786+39.7% | $2,342+125.8% |
| Participant deferral / active EE | $6,285 | $3,297+90.6% | $4,482+40.2% | $3,332+88.6% |
| Admin fee / account holder | $14,431 | $5,065+184.9% | $8,020+79.9% | $4,645+210.6% |