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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 | $77,814+468.1% | $158,223+179.4% | $86,983+408.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.22% | 30.54%-16.3pp | 52.09%-37.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $34,021 | $2,592+1212.5% | $4,109+728.0% | $2,584+1216.4% |
| Participant deferral / active EE | $21,249 | $3,270+549.9% | $5,467+288.7% | $4,194+406.7% |
| Admin fee / account holder | $144,063 | $5,879+2350.4% | $16,047+797.8% | $7,856+1733.8% |