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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 | $402,957 | $58,099+593.6% | $76,902+424.0% | $75,177+436.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.22% | 26.71%-7.5pp | 37.91%-18.7pp | 160.75%-141.5pp |
| Employer contribution / active EE | $18,047 | $1,996+804.4% | $2,534+612.2% | $2,671+575.7% |
| Participant deferral / active EE | $16,902 | $2,999+463.6% | $3,833+340.9% | $4,126+309.6% |
| Admin fee / account holder | $20,521 | $4,778+329.5% | $5,479+274.6% | $5,651+263.1% |