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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 | $342,974 | $91,198+276.1% | $178,503+92.1% | $79,856+329.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.61% | 24.20%-12.6pp | 151.12%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $16,226 | $3,257+398.2% | $5,011+223.8% | $2,471+556.6% |
| Participant deferral / active EE | $11,898 | $3,237+267.6% | $5,202+128.7% | $3,741+218.1% |
| Admin fee / account holder | $4,387 | $6,748-35.0% | $13,987-68.6% | $5,306-17.3% |