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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 | $105,210+156.9% | $159,487+69.5% | $85,851+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 | 263.71%-248.7pp | 318.63%-303.6pp |
| Employer contribution / active EE | $4,718 | $3,319+42.2% | $4,831-2.3% | $2,565+83.9% |
| Participant deferral / active EE | $12,436 | $5,946+109.1% | $7,354+69.1% | $3,952+214.6% |
| Admin fee / account holder | $3,012 | $6,934-56.6% | $10,804-72.1% | $6,261-51.9% |