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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 | $287,663 | $89,370+221.9% | $141,197+103.7% | $72,976+294.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.71% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $20,927 | $3,115+571.8% | $4,736+341.8% | $2,440+757.6% |
| Participant deferral / active EE | $12,123 | $5,419+123.7% | $6,710+80.7% | $3,608+236.0% |
| Admin fee / account holder | $19,202 | $5,957+222.4% | $10,265+87.1% | $5,124+274.7% |