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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 | $87,059+304.1% | $105,608+233.1% | $80,925+334.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 10.96% | 17.05%-6.1pp | 116.50%-105.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $9,164 | $2,396+282.4% | $3,167+189.3% | $2,756+232.5% |
| Participant deferral / active EE | $12,609 | $3,986+216.3% | $5,010+151.7% | $4,299+193.3% |
| Admin fee / account holder | $33,011 | $8,443+291.0% | $11,028+199.3% | $6,940+375.7% |