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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 | $336,798 | $56,134+500.0% | $96,171+250.2% | $85,847+292.3% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 18.39% | 42.30%-23.9pp | 192.04%-173.6pp | 318.61%-300.2pp |
| Employer contribution / active EE | $7,028 | $1,620+333.8% | $2,799+151.1% | $2,565+174.0% |
| Participant deferral / active EE | $10,197 | $2,858+256.9% | $4,350+134.4% | $3,952+158.0% |
| Admin fee / account holder | $2,743 | $3,769-27.2% | $5,538-50.5% | $6,261-56.2% |