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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 | $318,988 | $107,421+197.0% | $182,262+75.0% | $94,015+239.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 15.17% | 21.32%-6.2pp | 140.60%-125.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $8,065 | $3,448+133.9% | $5,046+59.8% | $2,790+189.1% |
| Participant deferral / active EE | $12,973 | $6,558+97.8% | $8,276+56.7% | $4,249+205.3% |
| Admin fee / account holder | $73,782 | $8,692+748.8% | $16,712+341.5% | $8,951+724.3% |