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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 | $329,581 | $89,367+268.8% | $141,191+133.4% | $72,975+351.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.95% | 111.87%-88.9pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $6,021 | $3,115+93.3% | $4,736+27.1% | $2,440+146.8% |
| Participant deferral / active EE | $8,596 | $5,419+58.6% | $6,710+28.1% | $3,608+138.3% |
| Admin fee / account holder | $2,912 | $5,957-51.1% | $10,264-71.6% | $5,124-43.2% |