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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 | $366,696 | $65,434+460.4% | $98,483+272.3% | $85,847+327.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.87% | 21.75%-5.9pp | 1494.38%-1478.5pp | 318.61%-302.7pp |
| Employer contribution / active EE | $4,252 | $2,169+96.1% | $2,961+43.6% | $2,565+65.8% |
| Participant deferral / active EE | $7,850 | $3,168+147.8% | $4,276+83.6% | $3,952+98.6% |
| Admin fee / account holder | $31,023 | $4,595+575.1% | $5,953+421.2% | $6,261+395.5% |