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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 | $359,436 | $89,370+302.2% | $141,197+154.6% | $72,976+392.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.22% | 111.88%-85.7pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $9,290 | $3,115+198.2% | $4,736+96.1% | $2,440+280.7% |
| Participant deferral / active EE | $8,604 | $5,419+58.8% | $6,710+28.2% | $3,608+138.5% |
| Admin fee / account holder | $4,919 | $5,957-17.4% | $10,265-52.1% | $5,124-4.0% |