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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 | $257,738 | $89,370+188.4% | $141,197+82.5% | $72,976+253.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.71% | 111.88%-91.2pp | 71.41%-50.7pp | 81.02%-60.3pp |
| Employer contribution / active EE | $7,901 | $3,115+153.6% | $4,736+66.8% | $2,440+223.8% |
| Participant deferral / active EE | $12,442 | $5,419+129.6% | $6,710+85.4% | $3,608+244.9% |
| Admin fee / account holder | $8,507 | $5,957+42.8% | $10,265-17.1% | $5,124+66.0% |