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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 | $264,022 | $52,353+404.3% | $120,225+119.6% | $82,448+220.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 15.52% | 61.85%-46.3pp | 439.23%-423.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,319 | $1,510+119.8% | $3,475-4.5% | $2,551+30.1% |
| Participant deferral / active EE | $7,251 | $2,627+176.1% | $3,999+81.3% | $4,139+75.2% |
| Admin fee / account holder | $10,998 | $4,363+152.1% | $5,696+93.1% | $7,234+52.0% |