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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 | $353,542 | $89,370+295.6% | $141,197+150.4% | $72,976+384.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.76% | 111.88%-90.1pp | 71.41%-49.6pp | 81.02%-59.3pp |
| Employer contribution / active EE | $3,798 | $3,115+21.9% | $4,736-19.8% | $2,440+55.6% |
| Participant deferral / active EE | $11,177 | $5,419+106.3% | $6,710+66.6% | $3,608+209.8% |
| Admin fee / account holder | $50,625 | $5,957+749.9% | $10,265+393.2% | $5,124+888.0% |