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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 | $442,062 | $78,690+461.8% | $161,489+173.7% | $87,485+405.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.22% | 32.74%-18.5pp | 89.72%-75.5pp | 26.06%-11.8pp |
| Employer contribution / active EE | $34,021 | $2,588+1214.5% | $4,268+697.1% | $2,596+1210.4% |
| Participant deferral / active EE | $21,249 | $3,311+541.8% | $5,630+277.4% | $4,274+397.2% |
| Admin fee / account holder | $144,063 | $6,724+2042.7% | $16,006+800.1% | $7,775+1753.0% |