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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 | $310,113 | $91,198+240.0% | $178,503+73.7% | $79,856+288.3% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $6,971 | $3,257+114.0% | $5,011+39.1% | $2,471+182.1% |
| Participant deferral / active EE | $4,053 | $3,237+25.2% | $5,202-22.1% | $3,741+8.4% |
| Admin fee / account holder | $11,199 | $6,748+66.0% | $13,987-19.9% | $5,306+111.1% |