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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 | $261,281 | $118,708+120.1% | $98,920+164.1% | $158,982+64.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.82% | 372.49%-358.7pp | 196.47%-182.6pp | 302.99%-289.2pp |
| Employer contribution / active EE | $8,089 | $3,334+142.6% | $2,689+200.8% | $4,763+69.8% |
| Participant deferral / active EE | $9,777 | $5,089+92.1% | $4,245+130.3% | $5,983+63.4% |
| Admin fee / account holder | $30,477 | $10,134+200.8% | $6,643+358.8% | $11,252+170.9% |