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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 | $372,545 | $73,107+409.6% | $114,563+225.2% | $87,485+325.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 18.37% | 19.47%-1.1pp | 241.09%-222.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $9,260 | $1,881+392.2% | $2,592+257.2% | $2,596+256.7% |
| Participant deferral / active EE | $7,646 | $3,144+143.2% | $4,142+84.6% | $4,274+78.9% |
| Admin fee / account holder | $40,748 | $5,770+606.2% | $7,623+434.5% | $7,775+424.1% |