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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 | $460,505 | $102,422+349.6% | $147,117+213.0% | $80,959+468.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.75% | 135.16%-116.4pp | 420.54%-401.8pp | 35.67%-16.9pp |
| Employer contribution / active EE | $17,430 | $3,717+368.9% | $4,932+253.4% | $2,757+532.2% |
| Participant deferral / active EE | $13,965 | $6,652+109.9% | $8,065+73.2% | $4,300+224.7% |
| Admin fee / account holder | $2,749 | $7,953-65.4% | $12,993-78.8% | $6,925-60.3% |