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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 | $521,542 | $89,370+483.6% | $141,197+269.4% | $72,976+614.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.44% | 111.88%-92.4pp | 71.41%-52.0pp | 81.02%-61.6pp |
| Employer contribution / active EE | $12,983 | $3,115+316.8% | $4,736+174.1% | $2,440+432.1% |
| Participant deferral / active EE | $12,021 | $5,419+121.8% | $6,710+79.1% | $3,608+233.2% |
| Admin fee / account holder | $11,233 | $5,957+88.6% | $10,265+9.4% | $5,124+119.2% |