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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 | $326,929 | $91,198+258.5% | $178,503+83.2% | $79,856+309.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.19% | 24.20%-12.0pp | 151.12%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $11,736 | $3,257+260.4% | $5,011+134.2% | $2,471+374.9% |
| Participant deferral / active EE | $8,489 | $3,237+162.3% | $5,202+63.2% | $3,741+126.9% |
| Admin fee / account holder | $28,501 | $6,748+322.4% | $13,987+103.8% | $5,306+437.1% |