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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 | $368,633 | $78,670+368.6% | $109,173+237.7% | $85,847+329.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.15% | 25.09%-9.9pp | 25.75%-10.6pp | 318.61%-303.5pp |
| Employer contribution / active EE | $14,179 | $2,734+418.6% | $3,723+280.9% | $2,565+452.7% |
| Participant deferral / active EE | $10,889 | $3,467+214.0% | $4,654+134.0% | $3,952+175.5% |
| Admin fee / account holder | $23,810 | $5,469+335.3% | $6,755+252.5% | $6,261+280.3% |