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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 | $265,848 | $102,422+159.6% | $147,117+80.7% | $80,959+228.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.60% | 135.16%-122.6pp | 420.54%-407.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $8,375 | $3,717+125.3% | $4,932+69.8% | $2,757+203.7% |
| Participant deferral / active EE | $8,848 | $6,652+33.0% | $8,065+9.7% | $4,300+105.7% |
| Admin fee / account holder | $17,802 | $7,953+123.8% | $12,993+37.0% | $6,925+157.1% |