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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 | $460,245 | $91,179+404.8% | $178,499+157.8% | $79,852+476.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.96% | 24.19%-8.2pp | 151.10%-135.1pp | 31.72%-15.8pp |
| Employer contribution / active EE | $12,625 | $3,256+287.8% | $5,011+151.9% | $2,471+410.9% |
| Participant deferral / active EE | $9,018 | $3,236+178.7% | $5,202+73.3% | $3,740+141.1% |
| Admin fee / account holder | $33,318 | $6,749+393.7% | $13,986+138.2% | $5,306+527.9% |