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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 | $438,607 | $77,920+462.9% | $149,723+192.9% | $75,177+483.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.31% | 31.72%-10.4pp | 134.50%-113.2pp | 160.75%-139.4pp |
| Employer contribution / active EE | $20,750 | $3,138+561.2% | $4,821+330.4% | $2,671+676.9% |
| Participant deferral / active EE | $26,947 | $3,411+689.9% | $5,682+374.2% | $4,126+553.0% |
| Admin fee / account holder | $24,482 | $5,951+311.4% | $13,215+85.3% | $5,651+333.2% |