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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 | $326,227 | $89,370+265.0% | $141,197+131.0% | $72,976+347.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.05% | 111.88%-90.8pp | 71.41%-50.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $11,270 | $3,115+261.8% | $4,736+138.0% | $2,440+361.9% |
| Participant deferral / active EE | $9,344 | $5,419+72.4% | $6,710+39.2% | $3,608+159.0% |
| Admin fee / account holder | $5,536 | $5,957-7.1% | $10,265-46.1% | $5,124+8.0% |