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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 | $349,203 | $79,449+339.5% | $189,575+84.2% | $85,847+306.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 13.90% | 18.45%-4.5pp | 64.19%-50.3pp | 318.61%-304.7pp |
| Employer contribution / active EE | $11,859 | $2,081+469.9% | $4,412+168.8% | $2,565+362.3% |
| Participant deferral / active EE | $11,339 | $4,051+179.9% | $6,174+83.7% | $3,952+186.9% |
| Admin fee / account holder | $82,359 | $5,377+1431.6% | $9,806+739.9% | $6,261+1215.5% |