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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 | $508,505 | $77,920+552.6% | $149,723+239.6% | $75,177+576.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.81% | 31.72%-13.9pp | 134.50%-116.7pp | 160.75%-142.9pp |
| Employer contribution / active EE | $28,893 | $3,138+820.7% | $4,821+499.3% | $2,671+981.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,445 | $5,951+294.0% | $13,215+77.4% | $5,651+314.9% |