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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 | $336,621 | $77,908+332.1% | $149,696+124.9% | $75,173+347.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.87% | 31.73%-14.9pp | 134.46%-117.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $16,113 | $3,138+413.5% | $4,821+234.2% | $2,671+503.3% |
| Participant deferral / active EE | $19,381 | $3,411+468.2% | $5,682+241.1% | $4,126+369.7% |
| Admin fee / account holder | $6,102 | $5,950+2.6% | $13,212-53.8% | $5,651+8.0% |