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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 | $345,495 | $85,171+305.6% | $172,753+100.0% | $72,976+373.4% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.6%+15.7pp | 69.5%+28.9pp |
| Annual return | 17.32% | 27.32%-10.0pp | 803.00%-785.7pp | 81.02%-63.7pp |
| Employer contribution / active EE | $9,110 | $3,324+174.1% | $5,144+77.1% | $2,440+273.4% |
| Participant deferral / active EE | $6,723 | $3,260+106.2% | $5,198+29.3% | $3,608+86.3% |
| Admin fee / account holder | $62,696 | $5,880+966.2% | $13,956+349.3% | $5,124+1123.6% |