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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 | $417,442 | $77,920+435.7% | $149,723+178.8% | $75,177+455.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.68% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.1pp |
| Employer contribution / active EE | $21,635 | $3,138+589.4% | $4,821+348.7% | $2,671+710.0% |
| Participant deferral / active EE | $16,841 | $3,411+393.7% | $5,682+196.4% | $4,126+308.1% |
| Admin fee / account holder | $24,284 | $5,951+308.1% | $13,215+83.8% | $5,651+329.7% |