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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 | $87,132+303.8% | $105,624+233.1% | $80,959+334.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 10.96% | 17.03%-6.1pp | 116.20%-105.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $9,164 | $2,397+282.3% | $3,168+189.3% | $2,757+232.4% |
| Participant deferral / active EE | $12,609 | $3,985+216.4% | $5,013+151.5% | $4,300+193.2% |
| Admin fee / account holder | $33,011 | $8,449+290.7% | $10,961+201.2% | $6,925+376.7% |