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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 | $402,712 | $105,210+282.8% | $159,487+152.5% | $85,851+369.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.25% | 45.08%-23.8pp | 263.71%-242.5pp | 318.63%-297.4pp |
| Employer contribution / active EE | $9,898 | $3,319+198.2% | $4,831+104.9% | $2,565+285.8% |
| Participant deferral / active EE | $11,932 | $5,946+100.7% | $7,354+62.3% | $3,952+201.9% |
| Admin fee / account holder | $22,474 | $6,934+224.1% | $10,804+108.0% | $6,261+259.0% |