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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 | $304,910 | $85,171+258.0% | $172,753+76.5% | $72,976+317.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.10% | 27.32%-5.2pp | 803.00%-780.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $10,182 | $3,324+206.3% | $5,144+98.0% | $2,440+317.3% |
| Participant deferral / active EE | $7,279 | $3,260+123.3% | $5,198+40.0% | $3,608+101.8% |
| Admin fee / account holder | $8,888 | $5,880+51.2% | $13,956-36.3% | $5,124+73.5% |