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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 | $338,725 | $91,198+271.4% | $178,503+89.8% | $79,856+324.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.87% | 24.20%-8.3pp | 151.12%-135.3pp | 31.71%-15.8pp |
| Employer contribution / active EE | $11,154 | $3,257+242.5% | $5,011+122.6% | $2,471+351.4% |
| Participant deferral / active EE | $8,823 | $3,237+172.6% | $5,202+69.6% | $3,741+135.9% |
| Admin fee / account holder | $52,818 | $6,748+682.7% | $13,987+277.6% | $5,306+895.4% |