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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 | $257,015 | $89,370+187.6% | $141,197+82.0% | $72,976+252.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.20% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $8,514 | $3,115+173.3% | $4,736+79.8% | $2,440+248.9% |
| Participant deferral / active EE | $8,873 | $5,419+63.7% | $6,710+32.2% | $3,608+145.9% |
| Admin fee / account holder | $27,512 | $5,957+361.9% | $10,265+168.0% | $5,124+436.9% |