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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 | $310,568 | $95,406+225.5% | $185,849+67.1% | $85,847+261.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.16% | 23.59%-6.4pp | 122.10%-104.9pp | 318.61%-301.5pp |
| Employer contribution / active EE | $2,228 | $3,314-32.8% | $5,169-56.9% | $2,565-13.2% |
| Participant deferral / active EE | $6,944 | $3,424+102.8% | $5,569+24.7% | $3,952+75.7% |
| Admin fee / account holder | $25,397 | $7,214+252.0% | $16,244+56.3% | $6,261+305.7% |