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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 | $338,563 | $102,385+230.7% | $147,080+130.2% | $80,935+318.3% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 15.94% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $27,341 | $3,717+635.6% | $4,933+454.2% | $2,757+891.8% |
| Participant deferral / active EE | $22,368 | $6,651+236.3% | $8,066+177.3% | $4,299+420.2% |
| Admin fee / account holder | $2,594 | $7,951-67.4% | $12,989-80.0% | $6,924-62.5% |