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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 | $443,069 | $77,908+468.7% | $149,696+196.0% | $75,173+489.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.33% | 31.73%-17.4pp | 134.46%-120.1pp | 160.72%-146.4pp |
| Employer contribution / active EE | $21,373 | $3,138+581.2% | $4,821+343.4% | $2,671+700.2% |
| Participant deferral / active EE | $15,546 | $3,411+355.7% | $5,682+173.6% | $4,126+276.8% |
| Admin fee / account holder | $55,848 | $5,950+838.7% | $13,212+322.7% | $5,651+888.4% |