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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 | $300,023 | $77,908+285.1% | $149,696+100.4% | $75,173+299.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.88% | 31.73%-11.8pp | 134.46%-114.6pp | 160.72%-140.8pp |
| Employer contribution / active EE | $11,837 | $3,138+277.2% | $4,821+145.5% | $2,671+343.2% |
| Participant deferral / active EE | $13,626 | $3,411+299.5% | $5,682+139.8% | $4,126+230.2% |
| Admin fee / account holder | $38,004 | $5,950+538.8% | $13,212+187.6% | $5,651+572.6% |