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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 | $279,179 | $102,385+172.7% | $147,080+89.8% | $80,935+244.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.95% | 135.09%-118.1pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $5,257 | $3,717+41.4% | $4,933+6.6% | $2,757+90.7% |
| Participant deferral / active EE | $13,827 | $6,651+107.9% | $8,066+71.4% | $4,299+221.6% |
| Admin fee / account holder | $60,182 | $7,951+656.9% | $12,989+363.3% | $6,924+769.1% |