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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 | $273,022 | $89,370+205.5% | $141,197+93.4% | $72,976+274.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.56% | 111.88%-87.3pp | 71.41%-46.8pp | 81.02%-56.5pp |
| Employer contribution / active EE | $8,349 | $3,115+168.0% | $4,736+76.3% | $2,440+242.2% |
| Participant deferral / active EE | $9,387 | $5,419+73.2% | $6,710+39.9% | $3,608+160.2% |
| Admin fee / account holder | $2,874 | $5,957-51.7% | $10,265-72.0% | $5,124-43.9% |