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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 | $305,800 | $77,920+292.5% | $149,723+104.2% | $75,177+306.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.11% | 31.72%-14.6pp | 134.50%-117.4pp | 160.75%-143.6pp |
| Employer contribution / active EE | $10,896 | $3,138+247.2% | $4,821+126.0% | $2,671+307.9% |
| Participant deferral / active EE | $7,845 | $3,411+129.9% | $5,682+38.0% | $4,126+90.1% |
| Admin fee / account holder | $17,845 | $5,951+199.9% | $13,215+35.0% | $5,651+215.8% |