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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 | $283,536 | $102,422+176.8% | $147,117+92.7% | $80,959+250.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.58% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $31,922 | $3,717+758.7% | $4,932+547.2% | $2,757+1057.8% |
| Participant deferral / active EE | $15,584 | $6,652+134.3% | $8,065+93.2% | $4,300+262.4% |
| Admin fee / account holder | $38,516 | $7,953+384.3% | $12,993+196.4% | $6,925+456.2% |