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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 | $291,574 | $98,766+195.2% | $149,730+94.7% | $79,852+265.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 50.04% | 27.43%+22.6pp | 276.70%-226.7pp | 31.72%+18.3pp |
| Employer contribution / active EE | $7,153 | $3,217+122.4% | $4,645+54.0% | $2,471+189.5% |
| Participant deferral / active EE | $5,967 | $5,681+5.0% | $6,843-12.8% | $3,740+59.5% |
| Admin fee / account holder | $3,984 | $6,052-34.2% | $9,310-57.2% | $5,306-24.9% |