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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 | $270,315 | $105,195+157.0% | $159,450+69.5% | $85,854+214.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.02% | 45.08%-30.1pp | 263.60%-248.6pp | 318.56%-303.5pp |
| Employer contribution / active EE | $4,718 | $3,319+42.2% | $4,830-2.3% | $2,565+83.9% |
| Participant deferral / active EE | $12,436 | $5,946+109.2% | $7,352+69.1% | $3,952+214.7% |
| Admin fee / account holder | $3,012 | $6,934-56.6% | $10,800-72.1% | $6,260-51.9% |