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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 | $401,285 | $99,994+301.3% | $146,643+173.6% | $85,847+367.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.56% | 18.93%-2.4pp | 22.75%-6.2pp | 318.61%-302.0pp |
| Employer contribution / active EE | $4,445 | $2,559+73.7% | $4,137+7.4% | $2,565+73.3% |
| Participant deferral / active EE | $13,058 | $4,006+226.0% | $5,506+137.2% | $3,952+230.4% |
| Admin fee / account holder | $33,843 | $7,703+339.4% | $10,280+229.2% | $6,261+440.6% |