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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 | $313,957 | $85,171+268.6% | $172,752+81.7% | $72,975+330.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.61% | 27.32%-6.7pp | 802.97%-782.4pp | 81.01%-60.4pp |
| Employer contribution / active EE | $7,149 | $3,324+115.1% | $5,144+39.0% | $2,440+193.0% |
| Participant deferral / active EE | $5,890 | $3,260+80.7% | $5,198+13.3% | $3,608+63.3% |
| Admin fee / account holder | $29,022 | $5,880+393.5% | $13,955+108.0% | $5,124+466.4% |