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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 | $335,486 | $80,812+315.1% | $160,784+108.7% | $82,448+306.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 18.83% | 100.59%-81.8pp | 1803.92%-1785.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $16,388 | $2,174+653.9% | $3,733+339.0% | $2,551+542.4% |
| Participant deferral / active EE | $23,360 | $4,335+438.8% | $6,293+271.2% | $4,139+464.3% |
| Admin fee / account holder | $16,543 | $7,695+115.0% | $9,717+70.2% | $7,234+128.7% |