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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 | $382,941 | $105,210+264.0% | $159,487+140.1% | $85,851+346.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.74% | 45.08%-27.3pp | 263.71%-246.0pp | 318.63%-300.9pp |
| Employer contribution / active EE | $5,587 | $3,319+68.3% | $4,831+15.7% | $2,565+117.8% |
| Participant deferral / active EE | $8,908 | $5,946+49.8% | $7,354+21.1% | $3,952+125.4% |
| Admin fee / account holder | $13,060 | $6,934+88.3% | $10,804+20.9% | $6,261+108.6% |