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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 | $262,170 | $89,367+193.4% | $141,191+85.7% | $72,975+259.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.15% | 111.87%-90.7pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $8,042 | $3,115+158.2% | $4,736+69.8% | $2,440+229.6% |
| Participant deferral / active EE | $11,477 | $5,419+111.8% | $6,710+71.0% | $3,608+218.1% |
| Admin fee / account holder | $5,711 | $5,957-4.1% | $10,264-44.4% | $5,124+11.5% |