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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 | $294,910 | $102,382+188.0% | $147,005+100.6% | $80,874+264.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.72% | 134.89%-117.2pp | 418.76%-401.0pp | 35.62%-17.9pp |
| Employer contribution / active EE | $19,343 | $3,715+420.7% | $4,934+292.0% | $2,756+602.0% |
| Participant deferral / active EE | $17,186 | $6,646+158.6% | $8,070+113.0% | $4,297+300.0% |
| Admin fee / account holder | $30,511 | $7,942+284.2% | $13,006+134.6% | $6,935+339.9% |