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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 | $258,235 | $85,171+203.2% | $172,753+49.5% | $72,976+253.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.97% | 27.32%+0.6pp | 803.00%-775.0pp | 81.02%-53.0pp |
| Employer contribution / active EE | $6,389 | $3,324+92.2% | $5,144+24.2% | $2,440+161.8% |
| Participant deferral / active EE | $4,778 | $3,260+46.6% | $5,198-8.1% | $3,608+32.4% |
| Admin fee / account holder | $14,077 | $5,880+139.4% | $13,956+0.9% | $5,124+174.7% |