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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 | $301,471 | $99,995+201.5% | $85,063+254.4% | $145,978+106.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.62% | 83.99%-66.4pp | 66.54%-48.9pp | 550.52%-532.9pp |
| Employer contribution / active EE | $28,627 | $3,231+786.0% | $2,727+949.7% | $4,662+514.1% |
| Participant deferral / active EE | $15,550 | $5,295+193.7% | $4,523+243.8% | $6,690+132.5% |
| Admin fee / account holder | $33,636 | $7,255+363.6% | $6,155+446.5% | $13,400+151.0% |