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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 | $368,820 | $78,682+368.7% | $109,188+237.8% | $85,851+329.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.33% | 25.09%-9.8pp | 25.76%-10.4pp | 318.63%-303.3pp |
| Employer contribution / active EE | $14,246 | $2,734+421.1% | $3,723+282.6% | $2,565+455.3% |
| Participant deferral / active EE | $11,099 | $3,468+220.1% | $4,654+138.5% | $3,952+180.8% |
| Admin fee / account holder | $47,462 | $5,470+767.8% | $6,755+602.6% | $6,261+658.1% |