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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 | $347,416 | $85,171+307.9% | $172,752+101.1% | $72,975+376.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.59% | 27.32%-8.7pp | 802.97%-784.4pp | 81.01%-62.4pp |
| Employer contribution / active EE | $10,733 | $3,324+222.9% | $5,144+108.6% | $2,440+339.9% |
| Participant deferral / active EE | $6,238 | $3,260+91.3% | $5,198+20.0% | $3,608+72.9% |
| Admin fee / account holder | $9,717 | $5,880+65.3% | $13,955-30.4% | $5,124+89.6% |