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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 | $100,139+201.1% | $85,187+253.9% | $145,884+106.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.62% | 84.15%-66.5pp | 66.67%-49.0pp | 551.85%-534.2pp |
| Employer contribution / active EE | $28,627 | $3,238+784.1% | $2,732+947.7% | $4,662+514.0% |
| Participant deferral / active EE | $15,550 | $5,296+193.6% | $4,525+243.7% | $6,690+132.4% |
| Admin fee / account holder | $33,636 | $7,262+363.2% | $6,162+445.9% | $13,392+151.2% |