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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 | $282,891 | $85,171+232.1% | $172,753+63.8% | $72,976+287.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.71% | 27.32%-3.6pp | 803.00%-779.3pp | 81.02%-57.3pp |
| Employer contribution / active EE | $11,837 | $3,324+256.1% | $5,144+130.1% | $2,440+385.1% |
| Participant deferral / active EE | $6,507 | $3,260+99.6% | $5,198+25.2% | $3,608+80.4% |
| Admin fee / account holder | $1,485 | $5,880-74.8% | $13,956-89.4% | $5,124-71.0% |