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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 | $253,322 | $102,385+147.4% | $147,080+72.2% | $80,935+213.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 29.96% | 135.09%-105.1pp | 420.17%-390.2pp | 35.66%-5.7pp |
| Employer contribution / active EE | $31,009 | $3,717+734.3% | $4,933+528.6% | $2,757+1024.9% |
| Participant deferral / active EE | $10,905 | $6,651+64.0% | $8,066+35.2% | $4,299+153.6% |
| Admin fee / account holder | $10,083 | $7,951+26.8% | $12,989-22.4% | $6,924+45.6% |