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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 | $337,738 | $78,690+329.2% | $161,489+109.1% | $87,485+286.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 81.89% | 32.74%+49.1pp | 89.72%-7.8pp | 26.06%+55.8pp |
| Employer contribution / active EE | $6,234 | $2,588+140.9% | $4,268+46.1% | $2,596+140.1% |
| Participant deferral / active EE | $7,633 | $3,311+130.5% | $5,630+35.6% | $4,274+78.6% |
| Admin fee / account holder | $68,770 | $6,724+922.8% | $16,006+329.7% | $7,775+784.5% |