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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 | $324,408 | $185,883+74.5% | $170,043+90.8% | $139,466+132.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.86% | 60.54%-42.7pp | 53.40%-35.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $20,773 | $7,596+173.5% | $6,790+205.9% | $4,754+337.0% |
| Participant deferral / active EE | $15,101 | $11,626+29.9% | $10,410+45.1% | $6,712+125.0% |
| Admin fee / account holder | $71,094 | $15,393+361.8% | $12,824+454.4% | $11,409+523.2% |