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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 | $469,790 | $77,908+503.0% | $149,696+213.8% | $75,173+524.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.26% | 31.73%-16.5pp | 134.46%-119.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $20,970 | $3,138+568.3% | $4,821+335.0% | $2,671+685.1% |
| Participant deferral / active EE | $19,934 | $3,411+484.4% | $5,682+250.8% | $4,126+383.1% |
| Admin fee / account holder | $19,234 | $5,950+223.3% | $13,212+45.6% | $5,651+240.4% |