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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 | $311,654 | $102,393+204.4% | $147,041+112.0% | $80,911+285.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.93% | 134.95%-122.0pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $17,371 | $3,715+367.6% | $4,935+252.0% | $2,756+530.3% |
| Participant deferral / active EE | $18,899 | $6,647+184.3% | $8,071+134.2% | $4,297+339.8% |
| Admin fee / account holder | $10,397 | $7,943+30.9% | $13,006-20.1% | $6,935+49.9% |