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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 | $277,958 | $85,171+226.4% | $172,752+60.9% | $72,975+280.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.99% | 27.32%-5.3pp | 802.97%-781.0pp | 81.01%-59.0pp |
| Employer contribution / active EE | $9,886 | $3,324+197.4% | $5,144+92.2% | $2,440+305.1% |
| Participant deferral / active EE | $5,489 | $3,260+68.4% | $5,198+5.6% | $3,608+52.2% |
| Admin fee / account holder | $7,980 | $5,880+35.7% | $13,955-42.8% | $5,124+55.7% |