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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 | $258,397 | $81,208+218.2% | $98,920+161.2% | $79,856+223.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.84% | 60.99%-48.1pp | 196.47%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $7,526 | $1,960+284.0% | $2,689+179.8% | $2,471+204.6% |
| Participant deferral / active EE | $6,992 | $3,265+114.1% | $4,245+64.7% | $3,741+86.9% |
| Admin fee / account holder | $38,066 | $6,013+533.1% | $6,643+473.1% | $5,306+617.4% |