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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 | $357,294 | $102,422+248.8% | $147,117+142.9% | $80,959+341.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.08% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $26,705 | $3,717+618.4% | $4,932+441.4% | $2,757+868.6% |
| Participant deferral / active EE | $21,011 | $6,652+215.9% | $8,065+160.5% | $4,300+388.6% |
| Admin fee / account holder | $2,879 | $7,953-63.8% | $12,993-77.8% | $6,925-58.4% |