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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 | $267,853 | $105,210+154.6% | $159,487+67.9% | $85,851+212.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 30.99% | 45.08%-14.1pp | 263.71%-232.7pp | 318.63%-287.6pp |
| Employer contribution / active EE | $3,486 | $3,319+5.0% | $4,831-27.8% | $2,565+35.9% |
| Participant deferral / active EE | $8,684 | $5,946+46.0% | $7,354+18.1% | $3,952+119.7% |
| Admin fee / account holder | $21,944 | $6,934+216.4% | $10,804+103.1% | $6,261+250.5% |