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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 | $49,976+840.4% | $66,674+604.9% | $82,637+468.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 17.80% | 39.09%-21.3pp | 321.24%-303.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $10,773 | $1,988+441.9% | $2,620+311.2% | $2,552+322.1% |
| Participant deferral / active EE | $11,899 | $2,847+318.0% | $4,084+191.4% | $4,126+188.4% |
| Admin fee / account holder | $14,153 | $4,594+208.1% | $5,098+177.6% | $7,339+92.9% |