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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 | $326,556 | $75,962+329.9% | $154,108+111.9% | $64,173+408.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.35% | 30.32%-22.0pp | 735.21%-726.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $7,317 | $3,350+118.4% | $5,298+38.1% | $2,381+207.3% |
| Participant deferral / active EE | $6,534 | $3,175+105.8% | $5,081+28.6% | $3,470+88.3% |
| Admin fee / account holder | $18,369 | $5,589+228.7% | $13,411+37.0% | $4,887+275.8% |