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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 | $346,607 | $102,382+238.5% | $147,005+135.8% | $80,874+328.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.78% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.8pp |
| Employer contribution / active EE | $9,737 | $3,715+162.1% | $4,934+97.3% | $2,756+253.3% |
| Participant deferral / active EE | $13,653 | $6,646+105.4% | $8,070+69.2% | $4,297+217.7% |
| Admin fee / account holder | $28,767 | $7,942+262.2% | $13,006+121.2% | $6,935+314.8% |