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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 | $299,568 | $52,279+473.0% | $89,435+235.0% | $79,856+275.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 18.13% | 22.16%-4.0pp | 245.55%-227.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $12,091 | $1,572+669.4% | $2,587+367.3% | $2,471+389.3% |
| Participant deferral / active EE | $6,247 | $2,740+128.0% | $3,890+60.6% | $3,741+67.0% |
| Admin fee / account holder | $22,854 | $3,356+580.9% | $4,884+367.9% | $5,306+330.7% |