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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 | $334,149 | $81,208+311.5% | $98,920+237.8% | $79,856+318.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.56% | 60.99%-50.4pp | 196.47%-185.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $6,256 | $1,960+219.2% | $2,689+132.6% | $2,471+153.1% |
| Participant deferral / active EE | $10,304 | $3,265+215.6% | $4,245+142.7% | $3,741+175.5% |
| Admin fee / account holder | $11,777 | $6,013+95.9% | $6,643+77.3% | $5,306+121.9% |