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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 | $320,871 | $102,422+213.3% | $147,117+118.1% | $80,959+296.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.83% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $5,723 | $3,717+54.0% | $4,932+16.0% | $2,757+107.6% |
| Participant deferral / active EE | $4,950 | $6,652-25.6% | $8,065-38.6% | $4,300+15.1% |
| Admin fee / account holder | $24,408 | $7,953+206.9% | $12,993+87.9% | $6,925+252.4% |