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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 | $348,583 | $85,169+309.3% | $172,755+101.8% | $72,983+377.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.24% | 27.32%-7.1pp | 802.94%-782.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $14,247 | $3,324+328.6% | $5,144+177.0% | $2,440+483.9% |
| Participant deferral / active EE | $9,094 | $3,260+179.0% | $5,198+75.0% | $3,608+152.1% |
| Admin fee / account holder | $16,117 | $5,880+174.1% | $13,955+15.5% | $5,124+214.5% |