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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 | $427,337 | $106,923+299.7% | $84,023+408.6% | $152,909+179.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.34% | 105.02%-82.7pp | 71.32%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $19,292 | $2,735+605.2% | $1,984+872.4% | $4,764+305.0% |
| Participant deferral / active EE | $15,219 | $4,013+279.3% | $3,239+369.8% | $5,851+160.1% |
| Admin fee / account holder | $17,107 | $8,289+106.4% | $6,102+180.4% | $11,601+47.5% |