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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 | $386,353 | $111,535+246.4% | $105,223+267.2% | $137,256+181.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.04% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $8,000 | $3,939+103.1% | $3,689+116.9% | $4,156+92.5% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $35,898 | $9,721+269.3% | $8,859+305.2% | $12,270+192.6% |