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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 | $379,311 | $95,415+297.5% | $185,851+104.1% | $85,851+341.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.58% | 23.59%-8.0pp | 122.11%-106.5pp | 318.63%-303.1pp |
| Employer contribution / active EE | $6,118 | $3,314+84.6% | $5,168+18.4% | $2,565+138.5% |
| Participant deferral / active EE | $8,626 | $3,424+151.9% | $5,569+54.9% | $3,952+118.2% |
| Admin fee / account holder | $5,899 | $7,215-18.2% | $16,245-63.7% | $6,261-5.8% |