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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 | $313,355 | $102,382+206.1% | $147,005+113.2% | $80,874+287.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.52% | 134.89%-118.4pp | 418.76%-402.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $11,389 | $3,715+206.6% | $4,934+130.8% | $2,756+313.3% |
| Participant deferral / active EE | $13,800 | $6,646+107.6% | $8,070+71.0% | $4,297+221.2% |
| Admin fee / account holder | $38,139 | $7,942+380.2% | $13,006+193.2% | $6,935+449.9% |