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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 | $344,378 | $102,422+236.2% | $147,117+134.1% | $80,959+325.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.98% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $9,150 | $3,717+146.2% | $4,932+85.5% | $2,757+231.9% |
| Participant deferral / active EE | $10,164 | $6,652+52.8% | $8,065+26.0% | $4,300+136.3% |
| Admin fee / account holder | $3,759 | $7,953-52.7% | $12,993-71.1% | $6,925-45.7% |