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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 | $268,863 | $89,370+200.8% | $141,197+90.4% | $72,976+268.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.02% | 111.88%-88.9pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $9,058 | $3,115+190.8% | $4,736+91.2% | $2,440+271.2% |
| Participant deferral / active EE | $10,989 | $5,419+102.8% | $6,710+63.8% | $3,608+204.6% |
| Admin fee / account holder | $34,041 | $5,957+471.5% | $10,265+231.6% | $5,124+564.3% |