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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 | $364,386 | $78,682+363.1% | $109,188+233.7% | $85,851+324.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.35% | 25.09%-13.7pp | 25.76%-14.4pp | 318.63%-307.3pp |
| Employer contribution / active EE | $18,874 | $2,734+590.4% | $3,723+406.9% | $2,565+635.7% |
| Participant deferral / active EE | $16,531 | $3,468+376.7% | $4,654+255.2% | $3,952+318.3% |
| Admin fee / account holder | $28,728 | $5,470+425.2% | $6,755+325.3% | $6,261+358.8% |