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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 | $254,961 | $89,364+185.3% | $141,177+80.6% | $72,983+249.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.61% | 111.86%-92.2pp | 71.40%-51.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $8,182 | $3,115+162.7% | $4,736+72.8% | $2,440+235.3% |
| Participant deferral / active EE | $14,285 | $5,419+163.6% | $6,710+112.9% | $3,608+296.0% |
| Admin fee / account holder | $10,466 | $5,959+75.6% | $10,263+2.0% | $5,124+104.2% |