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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 | $307,496 | $60,119+411.5% | $90,430+240.0% | $79,858+285.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.71% | 71.94%-55.2pp | 1293.73%-1277.0pp | 31.72%-15.0pp |
| Employer contribution / active EE | $18,179 | $2,068+779.2% | $3,262+457.3% | $2,471+635.7% |
| Participant deferral / active EE | $10,806 | $2,938+267.8% | $3,963+172.7% | $3,740+188.9% |
| Admin fee / account holder | $20,198 | $3,976+408.0% | $5,613+259.8% | $5,306+280.7% |