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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 | $378,133 | $102,422+269.2% | $147,117+157.0% | $80,959+367.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.49% | 135.16%-121.7pp | 420.54%-407.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $10,247 | $3,717+175.6% | $4,932+107.7% | $2,757+271.7% |
| Participant deferral / active EE | $14,097 | $6,652+111.9% | $8,065+74.8% | $4,300+227.8% |
| Admin fee / account holder | $10,462 | $7,953+31.5% | $12,993-19.5% | $6,925+51.1% |