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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 | $311,809 | $96,731+222.3% | $123,973+151.5% | $86,983+258.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 15.52% | 17.33%-1.8pp | 388.13%-372.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $6,140 | $3,297+86.2% | $4,126+48.8% | $2,584+137.6% |
| Participant deferral / active EE | $5,798 | $4,152+39.6% | $5,247+10.5% | $4,194+38.2% |
| Admin fee / account holder | $22,112 | $8,722+153.5% | $11,799+87.4% | $7,856+181.5% |