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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 | $301,914 | $89,370+237.8% | $141,197+113.8% | $72,976+313.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.18% | 111.88%-89.7pp | 71.41%-49.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $7,105 | $3,115+128.1% | $4,736+50.0% | $2,440+191.2% |
| Participant deferral / active EE | $9,013 | $5,419+66.3% | $6,710+34.3% | $3,608+149.8% |
| Admin fee / account holder | $53,809 | $5,957+803.3% | $10,265+424.2% | $5,124+950.1% |