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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 | $261,303 | $102,422+155.1% | $147,117+77.6% | $80,959+222.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.92% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $5,337 | $3,717+43.6% | $4,932+8.2% | $2,757+93.6% |
| Participant deferral / active EE | $8,684 | $6,652+30.5% | $8,065+7.7% | $4,300+101.9% |
| Admin fee / account holder | $60,774 | $7,953+664.1% | $12,993+367.8% | $6,925+777.6% |