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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 | $352,077 | $77,908+351.9% | $149,696+135.2% | $75,173+368.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.58% | 31.73%-15.1pp | 134.46%-117.9pp | 160.72%-144.1pp |
| Employer contribution / active EE | $16,999 | $3,138+441.8% | $4,821+252.6% | $2,671+536.5% |
| Participant deferral / active EE | $10,437 | $3,411+206.0% | $5,682+83.7% | $4,126+152.9% |
| Admin fee / account holder | $63,734 | $5,950+971.2% | $13,212+382.4% | $5,651+1027.9% |