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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 | $263,062 | $105,210+150.0% | $159,487+64.9% | $85,851+206.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.64% | 45.08%-29.4pp | 263.71%-248.1pp | 318.63%-303.0pp |
| Employer contribution / active EE | $8,892 | $3,319+167.9% | $4,831+84.1% | $2,565+246.6% |
| Participant deferral / active EE | $7,915 | $5,946+33.1% | $7,354+7.6% | $3,952+100.3% |
| Admin fee / account holder | $13,782 | $6,934+98.7% | $10,804+27.6% | $6,261+120.1% |