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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 | $333,698 | $91,536+264.6% | $130,062+156.6% | $75,177+343.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.52% | -631.62%+648.1pp | -137.37%+153.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $7,752 | $2,845+172.5% | $4,322+79.4% | $2,671+190.2% |
| Participant deferral / active EE | $9,977 | $4,343+129.7% | $5,821+71.4% | $4,126+141.8% |
| Admin fee / account holder | $14,969 | $6,780+120.8% | $10,601+41.2% | $5,651+164.9% |