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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 | $263,220 | $48,011+448.3% | $63,803+312.6% | $82,637+218.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 13.38% | 19.84%-6.5pp | 543.72%-530.3pp | 53.51%-40.1pp |
| Employer contribution / active EE | $11,511 | $1,904+504.7% | $2,532+354.5% | $2,552+351.0% |
| Participant deferral / active EE | $10,516 | $2,846+269.5% | $3,843+173.6% | $4,126+154.9% |
| Admin fee / account holder | $14,877 | $3,873+284.1% | $5,196+186.3% | $7,339+102.7% |