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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 | $317,101 | $99,875+217.5% | $146,866+115.9% | $86,983+264.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.01% | 28.10%-12.1pp | 102.85%-86.8pp | 25.83%-9.8pp |
| Employer contribution / active EE | $9,595 | $3,224+197.6% | $4,425+116.8% | $2,584+271.2% |
| Participant deferral / active EE | $15,803 | $6,322+150.0% | $7,759+103.7% | $4,194+276.8% |
| Admin fee / account holder | $40,563 | $7,838+417.5% | $13,620+197.8% | $7,856+416.3% |