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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 | $257,021 | $77,908+229.9% | $149,696+71.7% | $75,173+241.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.54% | 31.73%-14.2pp | 134.46%-116.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $25,465 | $3,138+711.6% | $4,821+428.2% | $2,671+853.4% |
| Participant deferral / active EE | $15,874 | $3,411+365.3% | $5,682+179.4% | $4,126+284.7% |
| Admin fee / account holder | $13,492 | $5,950+126.8% | $13,212+2.1% | $5,651+138.8% |