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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 | $256,834 | $85,171+201.6% | $172,753+48.7% | $72,976+251.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.27% | 27.32%-10.1pp | 803.00%-785.7pp | 81.02%-63.7pp |
| Employer contribution / active EE | $9,271 | $3,324+178.9% | $5,144+80.2% | $2,440+279.9% |
| Participant deferral / active EE | $6,976 | $3,260+114.0% | $5,198+34.2% | $3,608+93.4% |
| Admin fee / account holder | $15,934 | $5,880+171.0% | $13,956+14.2% | $5,124+211.0% |