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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 | $301,934 | $95,383+216.5% | $185,837+62.5% | $85,856+251.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.24% | 23.59%-6.4pp | 122.08%-104.8pp | 318.58%-301.3pp |
| Employer contribution / active EE | $20,797 | $3,313+527.7% | $5,168+302.4% | $2,565+710.7% |
| Participant deferral / active EE | $13,164 | $3,423+284.5% | $5,568+136.4% | $3,952+233.1% |
| Admin fee / account holder | $18,416 | $7,213+155.3% | $16,241+13.4% | $6,261+194.2% |