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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 | $381,707 | $89,367+327.1% | $141,191+170.3% | $72,975+423.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.07% | 111.87%-92.8pp | 71.41%-52.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $9,168 | $3,115+194.3% | $4,736+93.6% | $2,440+275.7% |
| Participant deferral / active EE | $6,184 | $5,419+14.1% | $6,710-7.8% | $3,608+71.4% |
| Admin fee / account holder | $50,887 | $5,957+754.3% | $10,264+395.8% | $5,124+893.1% |