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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 | $88,672+251.6% | $105,223+196.3% | $82,448+278.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.52% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $6,140 | $3,048+101.5% | $3,689+66.5% | $2,551+140.7% |
| Participant deferral / active EE | $5,798 | $4,036+43.7% | $5,072+14.3% | $4,139+40.1% |
| Admin fee / account holder | $22,112 | $7,146+209.4% | $8,859+149.6% | $7,234+205.7% |