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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 | $364,322 | $105,198+246.3% | $159,455+128.5% | $85,856+324.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.26% | 45.08%-23.8pp | 263.63%-242.4pp | 318.58%-297.3pp |
| Employer contribution / active EE | $5,812 | $3,319+75.1% | $4,830+20.3% | $2,565+126.6% |
| Participant deferral / active EE | $7,126 | $5,946+19.9% | $7,353-3.1% | $3,952+80.3% |
| Admin fee / account holder | $130,560 | $6,934+1782.8% | $10,800+1108.8% | $6,261+1985.4% |