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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 | $299,019 | $102,422+191.9% | $147,117+103.3% | $80,959+269.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.92% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $15,491 | $3,717+316.7% | $4,932+214.1% | $2,757+461.9% |
| Participant deferral / active EE | $9,270 | $6,652+39.4% | $8,065+14.9% | $4,300+115.6% |
| Admin fee / account holder | $8,363 | $7,953+5.1% | $12,993-35.6% | $6,925+20.8% |