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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 | $470,311 | $102,385+359.4% | $147,080+219.8% | $80,935+481.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 24.26% | 135.09%-110.8pp | 420.17%-395.9pp | 35.66%-11.4pp |
| Employer contribution / active EE | $5,156 | $3,717+38.7% | $4,933+4.5% | $2,757+87.0% |
| Participant deferral / active EE | $7,256 | $6,651+9.1% | $8,066-10.0% | $4,299+68.8% |
| Admin fee / account holder | $21,783 | $7,951+173.9% | $12,989+67.7% | $6,924+214.6% |