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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 | $321,225 | $61,125+425.5% | $94,057+241.5% | $87,485+267.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 18.62% | 35.20%-16.6pp | 480.62%-462.0pp | 26.06%-7.4pp |
| Employer contribution / active EE | $14,711 | $2,136+588.6% | $2,933+401.6% | $2,596+466.6% |
| Participant deferral / active EE | $15,760 | $3,260+383.4% | $4,709+234.7% | $4,274+268.8% |
| Admin fee / account holder | $3,200 | $5,629-43.2% | $7,244-55.8% | $7,775-58.8% |