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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 | $313,707 | $102,382+206.4% | $147,005+113.4% | $80,874+287.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.22% | 134.89%-116.7pp | 418.76%-400.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $1,583 | $3,715-57.4% | $4,934-67.9% | $2,756-42.6% |
| Participant deferral / active EE | $19,656 | $6,646+195.7% | $8,070+143.6% | $4,297+357.5% |
| Admin fee / account holder | $28,990 | $7,942+265.0% | $13,006+122.9% | $6,935+318.0% |