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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 | $341,347 | $85,171+300.8% | $172,753+97.6% | $72,976+367.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.51% | 27.32%-9.8pp | 803.00%-785.5pp | 81.02%-63.5pp |
| Employer contribution / active EE | $7,326 | $3,324+120.4% | $5,144+42.4% | $2,440+200.2% |
| Participant deferral / active EE | $9,171 | $3,260+181.3% | $5,198+76.4% | $3,608+154.2% |
| Admin fee / account holder | $1,065 | $5,880-81.9% | $13,956-92.4% | $5,124-79.2% |