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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 | $316,731 | $65,364+384.6% | $92,909+240.9% | $72,975+334.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.41% | 42.11%-22.7pp | 109.44%-90.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $18,522 | $2,594+614.0% | $3,653+407.0% | $2,440+659.1% |
| Participant deferral / active EE | $9,980 | $3,128+219.0% | $4,238+135.5% | $3,608+176.6% |
| Admin fee / account holder | $1,752 | $4,251-58.8% | $5,795-69.8% | $5,124-65.8% |