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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 | $467,542 | $77,920+500.0% | $149,723+212.3% | $75,177+521.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.23% | 31.72%-14.5pp | 134.50%-117.3pp | 160.75%-143.5pp |
| Employer contribution / active EE | $24,861 | $3,138+692.2% | $4,821+415.6% | $2,671+830.8% |
| Participant deferral / active EE | $19,550 | $3,411+473.1% | $5,682+244.0% | $4,126+373.8% |
| Admin fee / account holder | $3,111 | $5,951-47.7% | $13,215-76.5% | $5,651-44.9% |