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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 | $358,885 | $91,559+292.0% | $133,971+167.9% | $79,852+349.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.91% | 61.85%-47.9pp | 45.09%-31.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $9,468 | $2,384+297.2% | $3,919+141.6% | $2,471+283.2% |
| Participant deferral / active EE | $9,991 | $3,734+167.6% | $5,047+98.0% | $3,740+167.1% |
| Admin fee / account holder | $36,922 | $6,321+484.1% | $8,929+313.5% | $5,306+595.8% |