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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 | $352,548 | $102,385+244.3% | $147,080+139.7% | $80,935+335.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.48% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $11,245 | $3,717+202.6% | $4,933+127.9% | $2,757+307.9% |
| Participant deferral / active EE | $14,920 | $6,651+124.3% | $8,066+85.0% | $4,299+247.0% |
| Admin fee / account holder | $32,403 | $7,951+307.5% | $12,989+149.5% | $6,924+368.0% |