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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 | $273,481 | $63,354+331.7% | $94,105+190.6% | $82,637+230.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 18.67% | 34.36%-15.7pp | 204.55%-185.9pp | 53.51%-34.8pp |
| Employer contribution / active EE | $7,951 | $1,760+351.9% | $2,504+217.5% | $2,552+211.6% |
| Participant deferral / active EE | $6,240 | $2,873+117.2% | $3,881+60.8% | $4,126+51.2% |
| Admin fee / account holder | $2,735 | $5,073-46.1% | $6,199-55.9% | $7,339-62.7% |