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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 | $469,957 | $51,638+810.1% | $68,368+587.4% | $82,448+470.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.80% | 37.53%-19.7pp | 292.57%-274.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $10,773 | $2,047+426.4% | $2,649+306.7% | $2,551+322.3% |
| Participant deferral / active EE | $11,899 | $2,914+308.4% | $4,123+188.6% | $4,139+187.5% |
| Admin fee / account holder | $14,153 | $4,643+204.8% | $5,150+174.8% | $7,234+95.6% |