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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 | $264,245 | $53,127+397.4% | $86,587+205.2% | $70,131+276.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.61% | 27.66%-9.0pp | 964.86%-946.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $10,371 | $2,068+401.4% | $2,839+265.2% | $2,342+342.7% |
| Participant deferral / active EE | $8,298 | $2,696+207.8% | $3,609+129.9% | $3,332+149.0% |
| Admin fee / account holder | $18,893 | $3,585+426.9% | $4,906+285.1% | $4,645+306.7% |