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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 | $266,561 | $77,920+242.1% | $149,723+78.0% | $75,177+254.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.20% | 31.72%-13.5pp | 134.50%-116.3pp | 160.75%-142.5pp |
| Employer contribution / active EE | $10,686 | $3,138+240.5% | $4,821+121.6% | $2,671+300.1% |
| Participant deferral / active EE | $6,702 | $3,411+96.5% | $5,682+18.0% | $4,126+62.4% |
| Admin fee / account holder | $20,599 | $5,951+246.2% | $13,215+55.9% | $5,651+264.5% |