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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 | $376,068 | $99,875+276.5% | $146,866+156.1% | $86,983+332.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.03% | 28.10%-9.1pp | 102.85%-83.8pp | 25.83%-6.8pp |
| Employer contribution / active EE | $5,145 | $3,224+59.6% | $4,425+16.3% | $2,584+99.1% |
| Participant deferral / active EE | $13,549 | $6,322+114.3% | $7,759+74.6% | $4,194+223.1% |
| Admin fee / account holder | $19,204 | $7,838+145.0% | $13,620+41.0% | $7,856+144.5% |