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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 | $306,340 | $154,209+98.7% | $130,062+135.5% | $139,487+119.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.32% | 32.52%-17.2pp | -137.37%+152.7pp | 373.84%-358.5pp |
| Employer contribution / active EE | $9,021 | $5,292+70.4% | $4,322+108.7% | $4,755+89.7% |
| Participant deferral / active EE | $13,564 | $6,709+102.2% | $5,821+133.0% | $6,713+102.1% |
| Admin fee / account holder | $65,156 | $13,988+365.8% | $10,601+514.6% | $11,407+471.2% |