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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 | $374,848 | $89,370+319.4% | $141,197+165.5% | $72,976+413.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.06% | 111.88%-89.8pp | 71.41%-49.3pp | 81.02%-59.0pp |
| Employer contribution / active EE | $9,910 | $3,115+218.1% | $4,736+109.2% | $2,440+306.1% |
| Participant deferral / active EE | $12,175 | $5,419+124.7% | $6,710+81.4% | $3,608+237.5% |
| Admin fee / account holder | $3,151 | $5,957-47.1% | $10,265-69.3% | $5,124-38.5% |