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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 | $364,164 | $105,200+246.2% | $159,474+128.4% | $85,847+324.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.32% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $7,270 | $3,319+119.0% | $4,831+50.5% | $2,565+183.4% |
| Participant deferral / active EE | $5,523 | $5,946-7.1% | $7,353-24.9% | $3,952+39.7% |
| Admin fee / account holder | $21,152 | $6,934+205.0% | $10,802+95.8% | $6,261+237.9% |