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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 | $267,608 | $105,200+154.4% | $159,474+67.8% | $85,847+211.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.45% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $9,618 | $3,319+189.8% | $4,831+99.1% | $2,565+274.9% |
| Participant deferral / active EE | $6,834 | $5,946+14.9% | $7,353-7.1% | $3,952+72.9% |
| Admin fee / account holder | $342 | $6,934-95.1% | $10,802-96.8% | $6,261-94.5% |