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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 | $291,565 | $102,385+184.8% | $147,080+98.2% | $80,935+260.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.18% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $14,789 | $3,717+297.9% | $4,933+199.8% | $2,757+436.5% |
| Participant deferral / active EE | $14,527 | $6,651+118.4% | $8,066+80.1% | $4,299+237.9% |
| Admin fee / account holder | $55,959 | $7,951+603.8% | $12,989+330.8% | $6,924+708.1% |