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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 | $351,807 | $87,037+304.2% | $106,201+231.3% | $80,874+335.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.96% | 17.05%-6.1pp | 116.26%-105.3pp | 35.62%-24.7pp |
| Employer contribution / active EE | $9,164 | $2,396+282.4% | $3,170+189.1% | $2,756+232.5% |
| Participant deferral / active EE | $12,609 | $3,986+216.3% | $5,012+151.6% | $4,297+193.4% |
| Admin fee / account holder | $33,011 | $8,434+291.4% | $11,039+199.0% | $6,935+376.0% |