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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 | $267,966 | $95,415+180.8% | $185,851+44.2% | $85,851+212.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.23% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.4pp |
| Employer contribution / active EE | $6,392 | $3,314+92.9% | $5,168+23.7% | $2,565+149.2% |
| Participant deferral / active EE | $3,400 | $3,424-0.7% | $5,569-38.9% | $3,952-14.0% |
| Admin fee / account holder | $24,048 | $7,215+233.3% | $16,245+48.0% | $6,261+284.1% |