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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 | $251,465 | $85,171+195.2% | $172,753+45.6% | $72,976+244.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.27% | 27.32%-10.1pp | 803.00%-785.7pp | 81.02%-63.7pp |
| Employer contribution / active EE | $10,966 | $3,324+229.9% | $5,144+113.2% | $2,440+349.4% |
| Participant deferral / active EE | $5,201 | $3,260+59.6% | $5,198+0.1% | $3,608+44.2% |
| Admin fee / account holder | $6,026 | $5,880+2.5% | $13,956-56.8% | $5,124+17.6% |