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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 | $272,628 | $85,171+220.1% | $172,753+57.8% | $72,976+273.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.45% | 27.32%-8.9pp | 803.00%-784.5pp | 81.02%-62.6pp |
| Employer contribution / active EE | $12,500 | $3,324+276.0% | $5,144+143.0% | $2,440+412.3% |
| Participant deferral / active EE | $10,133 | $3,260+210.8% | $5,198+95.0% | $3,608+180.9% |
| Admin fee / account holder | $20,463 | $5,880+248.0% | $13,956+46.6% | $5,124+299.4% |