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 | $271,775 | $85,175+219.1% | $172,757+57.3% | $72,977+272.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.89% | 27.32%-5.4pp | 803.06%-781.2pp | 81.02%-59.1pp |
| Employer contribution / active EE | $6,220 | $3,324+87.1% | $5,144+20.9% | $2,440+154.9% |
| Participant deferral / active EE | $5,558 | $3,260+70.5% | $5,198+6.9% | $3,608+54.0% |
| Admin fee / account holder | $4,724 | $5,880-19.7% | $13,956-66.1% | $5,124-7.8% |