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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 | $288,204 | $105,200+174.0% | $159,474+80.7% | $85,847+235.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.79% | 45.08%-27.3pp | 263.68%-245.9pp | 318.61%-300.8pp |
| Employer contribution / active EE | $8,475 | $3,319+155.4% | $4,831+75.4% | $2,565+230.4% |
| Participant deferral / active EE | $6,247 | $5,946+5.1% | $7,353-15.0% | $3,952+58.1% |
| Admin fee / account holder | $2,991 | $6,934-56.9% | $10,802-72.3% | $6,261-52.2% |