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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 | $295,707 | $89,370+230.9% | $141,197+109.4% | $72,976+305.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.72% | 111.88%-87.2pp | 71.41%-46.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $7,142 | $3,115+129.3% | $4,736+50.8% | $2,440+192.7% |
| Participant deferral / active EE | $10,848 | $5,419+100.2% | $6,710+61.7% | $3,608+200.7% |
| Admin fee / account holder | $55,457 | $5,957+831.0% | $10,265+440.3% | $5,124+982.3% |