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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 | $354,284 | $89,367+296.4% | $141,191+150.9% | $72,975+385.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.71% | 111.87%-92.2pp | 71.41%-51.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $9,961 | $3,115+219.8% | $4,736+110.3% | $2,440+308.2% |
| Participant deferral / active EE | $9,810 | $5,419+81.0% | $6,710+46.2% | $3,608+171.9% |
| Admin fee / account holder | $4,362 | $5,957-26.8% | $10,264-57.5% | $5,124-14.9% |