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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 | $265,848 | $102,429+159.5% | $147,096+80.7% | $80,925+228.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.60% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $8,375 | $3,716+125.4% | $4,936+69.7% | $2,756+203.8% |
| Participant deferral / active EE | $8,848 | $6,649+33.1% | $8,071+9.6% | $4,299+105.8% |
| Admin fee / account holder | $17,802 | $7,957+123.7% | $13,005+36.9% | $6,940+156.5% |