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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 | $351,951 | $102,429+243.6% | $147,096+139.3% | $80,925+334.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.14% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $13,677 | $3,716+268.1% | $4,936+177.1% | $2,756+396.2% |
| Participant deferral / active EE | $7,908 | $6,649+18.9% | $8,071-2.0% | $4,299+84.0% |
| Admin fee / account holder | $20,281 | $7,957+154.9% | $13,005+55.9% | $6,940+192.2% |