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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 | $304,660 | $85,171+257.7% | $172,752+76.4% | $72,975+317.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.92% | 27.32%-5.4pp | 802.97%-781.0pp | 81.01%-59.1pp |
| Employer contribution / active EE | $18,586 | $3,324+459.1% | $5,144+261.3% | $2,440+661.7% |
| Participant deferral / active EE | $3,624 | $3,260+11.2% | $5,198-30.3% | $3,608+0.5% |
| Admin fee / account holder | $9,669 | $5,880+64.4% | $13,955-30.7% | $5,124+88.7% |