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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 | $267,931 | $85,171+214.6% | $172,753+55.1% | $72,976+267.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.68% | 27.32%-8.6pp | 803.00%-784.3pp | 81.02%-62.3pp |
| Employer contribution / active EE | $6,833 | $3,324+105.6% | $5,144+32.8% | $2,440+180.1% |
| Participant deferral / active EE | $4,001 | $3,260+22.7% | $5,198-23.0% | $3,608+10.9% |
| Admin fee / account holder | $9,361 | $5,880+59.2% | $13,956-32.9% | $5,124+82.7% |