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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 | $399,181 | $77,908+412.4% | $149,696+166.7% | $75,173+431.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.72% | 31.73%-15.0pp | 134.46%-117.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $24,787 | $3,138+690.0% | $4,821+414.2% | $2,671+828.0% |
| Participant deferral / active EE | $14,283 | $3,411+318.7% | $5,682+151.4% | $4,126+246.1% |
| Admin fee / account holder | $24,395 | $5,950+310.0% | $13,212+84.6% | $5,651+331.7% |