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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 | $330,951 | $85,171+288.6% | $172,753+91.6% | $72,976+353.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.00% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $10,180 | $3,324+206.2% | $5,144+97.9% | $2,440+317.2% |
| Participant deferral / active EE | $6,670 | $3,260+104.6% | $5,198+28.3% | $3,608+84.9% |
| Admin fee / account holder | $11,104 | $5,880+88.8% | $13,956-20.4% | $5,124+116.7% |