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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 | $337,627 | $102,393+229.7% | $147,041+129.6% | $80,911+317.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.19% | 134.95%-107.8pp | 419.21%-392.0pp | 35.63%-8.4pp |
| Employer contribution / active EE | $14,514 | $3,715+290.6% | $4,935+194.1% | $2,756+426.7% |
| Participant deferral / active EE | $12,674 | $6,647+90.7% | $8,071+57.0% | $4,297+194.9% |
| Admin fee / account holder | $4,527 | $7,943-43.0% | $13,006-65.2% | $6,935-34.7% |