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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 | $314,280 | $102,422+206.8% | $147,117+113.6% | $80,959+288.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.72% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $10,057 | $3,717+170.5% | $4,932+103.9% | $2,757+264.8% |
| Participant deferral / active EE | $11,323 | $6,652+70.2% | $8,065+40.4% | $4,300+163.3% |
| Admin fee / account holder | $6,743 | $7,953-15.2% | $12,993-48.1% | $6,925-2.6% |