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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 | $333,924 | $60,139+455.2% | $90,461+269.1% | $79,856+318.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.97% | 71.96%-56.0pp | 1294.76%-1278.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,168 | $2,069+101.5% | $3,264+27.7% | $2,471+68.7% |
| Participant deferral / active EE | $5,503 | $2,939+87.3% | $3,964+38.8% | $3,741+47.1% |
| Admin fee / account holder | $19,032 | $3,978+378.4% | $5,617+238.9% | $5,306+258.7% |