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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 | $381,426 | $84,236+352.8% | $170,435+123.8% | $70,126+443.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.93% | 23.06%-4.1pp | 205.94%-187.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $17,551 | $3,387+418.1% | $5,432+223.1% | $2,343+649.2% |
| Participant deferral / active EE | $10,026 | $3,086+224.9% | $4,939+103.0% | $3,332+200.9% |
| Admin fee / account holder | $1,012 | $5,698-82.2% | $13,881-92.7% | $4,645-78.2% |