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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 | $318,901 | $98,776+222.9% | $149,745+113.0% | $79,856+299.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.30% | 27.38%-14.1pp | 276.72%-263.4pp | 31.71%-18.4pp |
| Employer contribution / active EE | $8,969 | $3,217+178.8% | $4,646+93.1% | $2,471+263.0% |
| Participant deferral / active EE | $7,706 | $5,681+35.6% | $6,843+12.6% | $3,741+106.0% |
| Admin fee / account holder | $17,614 | $6,053+191.0% | $9,312+89.2% | $5,306+231.9% |