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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 | $442,013 | $98,766+347.5% | $149,730+195.2% | $79,852+453.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.61% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $7,097 | $3,217+120.6% | $4,645+52.8% | $2,471+187.2% |
| Participant deferral / active EE | $8,776 | $5,681+54.5% | $6,843+28.3% | $3,740+134.6% |
| Admin fee / account holder | $12,240 | $6,052+102.2% | $9,310+31.5% | $5,306+130.7% |