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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 | $302,996 | $102,385+195.9% | $147,080+106.0% | $80,935+274.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.25% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $5,264 | $3,717+41.6% | $4,933+6.7% | $2,757+90.9% |
| Participant deferral / active EE | $11,839 | $6,651+78.0% | $8,066+46.8% | $4,299+175.4% |
| Admin fee / account holder | $30,342 | $7,951+281.6% | $12,989+133.6% | $6,924+338.2% |