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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 | $342,823 | $98,776+247.1% | $149,745+128.9% | $79,856+329.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.03% | 27.38%-10.3pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $8,571 | $3,217+166.4% | $4,646+84.5% | $2,471+246.9% |
| Participant deferral / active EE | $9,268 | $5,681+63.1% | $6,843+35.4% | $3,741+147.8% |
| Admin fee / account holder | $27,858 | $6,053+360.3% | $9,312+199.2% | $5,306+425.0% |