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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 | $322,827 | $85,171+279.0% | $172,752+86.9% | $72,975+342.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 28.04% | 27.32%+0.7pp | 802.97%-774.9pp | 81.01%-53.0pp |
| Employer contribution / active EE | $8,390 | $3,324+152.4% | $5,144+63.1% | $2,440+243.8% |
| Participant deferral / active EE | $6,991 | $3,260+114.5% | $5,198+34.5% | $3,608+93.8% |
| Admin fee / account holder | $2,976 | $5,880-49.4% | $13,955-78.7% | $5,124-41.9% |