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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 | $329,227 | $85,171+286.5% | $172,753+90.6% | $72,976+351.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.76% | 27.32%-9.6pp | 803.00%-785.2pp | 81.02%-63.3pp |
| Employer contribution / active EE | $6,469 | $3,324+94.6% | $5,144+25.8% | $2,440+165.1% |
| Participant deferral / active EE | $6,185 | $3,260+89.7% | $5,198+19.0% | $3,608+71.4% |
| Admin fee / account holder | $11,731 | $5,880+99.5% | $13,956-15.9% | $5,124+128.9% |