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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 | $368,218 | $91,559+302.2% | $133,971+174.8% | $79,852+361.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 24.68% | 61.85%-37.2pp | 45.09%-20.4pp | 31.72%-7.0pp |
| Employer contribution / active EE | $8,889 | $2,384+272.9% | $3,919+126.8% | $2,471+259.7% |
| Participant deferral / active EE | $10,352 | $3,734+177.2% | $5,047+105.1% | $3,740+176.8% |
| Admin fee / account holder | $26,807 | $6,321+324.1% | $8,929+200.2% | $5,306+405.2% |