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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 | $477,172 | $77,920+512.4% | $149,723+218.7% | $75,177+534.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.27% | 31.72%-15.4pp | 134.50%-118.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $35,615 | $3,138+1034.9% | $4,821+638.7% | $2,671+1233.4% |
| Participant deferral / active EE | $18,915 | $3,411+454.4% | $5,682+232.9% | $4,126+358.4% |
| Admin fee / account holder | $175,306 | $5,951+2846.0% | $13,215+1226.6% | $5,651+3002.0% |