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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 | $278,096 | $102,393+171.6% | $147,041+89.1% | $80,911+243.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.93% | 134.95%-121.0pp | 419.21%-405.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $19,916 | $3,715+436.0% | $4,935+303.6% | $2,756+622.7% |
| Participant deferral / active EE | $12,198 | $6,647+83.5% | $8,071+51.1% | $4,297+183.9% |
| Admin fee / account holder | $2,641 | $7,943-66.8% | $13,006-79.7% | $6,935-61.9% |