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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 | $296,793 | $102,385+189.9% | $147,080+101.8% | $80,935+266.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.04% | 135.09%-121.1pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $9,534 | $3,717+156.5% | $4,933+93.3% | $2,757+245.9% |
| Participant deferral / active EE | $9,453 | $6,651+42.1% | $8,066+17.2% | $4,299+119.9% |
| Admin fee / account holder | $66,164 | $7,951+732.1% | $12,989+409.4% | $6,924+855.5% |