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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 | $327,702 | $85,171+284.8% | $172,753+89.7% | $72,976+349.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.11% | 27.32%-3.2pp | 803.00%-778.9pp | 81.02%-56.9pp |
| Employer contribution / active EE | $11,581 | $3,324+248.4% | $5,144+125.1% | $2,440+374.6% |
| Participant deferral / active EE | $1,257 | $3,260-61.5% | $5,198-75.8% | $3,608-65.2% |
| Admin fee / account holder | $19,973 | $5,880+239.7% | $13,956+43.1% | $5,124+289.8% |