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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 | $557,537 | $77,908+615.6% | $149,696+272.4% | $75,173+641.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.58% | 31.73%-12.1pp | 134.46%-114.9pp | 160.72%-141.1pp |
| Employer contribution / active EE | $21,012 | $3,138+569.6% | $4,821+335.9% | $2,671+686.7% |
| Participant deferral / active EE | $14,106 | $3,411+313.5% | $5,682+148.3% | $4,126+241.9% |
| Admin fee / account holder | $24,263 | $5,950+307.8% | $13,212+83.6% | $5,651+329.4% |