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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 | $363,064 | $65,364+455.5% | $92,909+290.8% | $72,975+397.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.85% | 42.11%-20.3pp | 109.44%-87.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $7,187 | $2,594+177.0% | $3,653+96.7% | $2,440+194.6% |
| Participant deferral / active EE | $4,345 | $3,128+38.9% | $4,238+2.5% | $3,608+20.4% |
| Admin fee / account holder | $12,536 | $4,251+194.9% | $5,795+116.3% | $5,124+144.6% |