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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 | $372,813 | $98,776+277.4% | $149,745+149.0% | $79,856+366.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.10% | 27.38%-14.3pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $22,550 | $3,217+600.9% | $4,646+385.4% | $2,471+812.5% |
| Participant deferral / active EE | $9,002 | $5,681+58.4% | $6,843+31.6% | $3,741+140.7% |
| Admin fee / account holder | $18,444 | $6,053+204.7% | $9,312+98.1% | $5,306+247.6% |