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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 | $318,783 | $77,908+309.2% | $149,696+113.0% | $75,173+324.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.56% | 31.73%-17.2pp | 134.46%-119.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $16,040 | $3,138+411.2% | $4,821+232.7% | $2,671+500.5% |
| Participant deferral / active EE | $11,347 | $3,411+232.6% | $5,682+99.7% | $4,126+175.0% |
| Admin fee / account holder | $121,854 | $5,950+1948.1% | $13,212+822.3% | $5,651+2056.5% |