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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 | $253,572 | $89,370+183.7% | $141,197+79.6% | $72,976+247.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.32% | 111.88%-90.6pp | 71.41%-50.1pp | 81.02%-59.7pp |
| Employer contribution / active EE | $7,229 | $3,115+132.1% | $4,736+52.6% | $2,440+196.3% |
| Participant deferral / active EE | $8,906 | $5,419+64.3% | $6,710+32.7% | $3,608+146.9% |
| Admin fee / account holder | $55,686 | $5,957+834.8% | $10,265+442.5% | $5,124+986.7% |