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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 | $257,877 | $78,682+227.7% | $109,188+136.2% | $85,851+200.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.76% | 25.09%-10.3pp | 25.76%-11.0pp | 318.63%-303.9pp |
| Employer contribution / active EE | $9,440 | $2,734+245.3% | $3,723+153.5% | $2,565+268.0% |
| Participant deferral / active EE | $10,784 | $3,468+211.0% | $4,654+131.7% | $3,952+172.8% |
| Admin fee / account holder | $132,264 | $5,470+2318.2% | $6,755+1857.9% | $6,261+2012.5% |