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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 | $362,288 | $77,908+365.0% | $149,696+142.0% | $75,173+381.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.55% | 31.73%-12.2pp | 134.46%-114.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $24,408 | $3,138+677.9% | $4,821+406.3% | $2,671+813.9% |
| Participant deferral / active EE | $17,277 | $3,411+406.5% | $5,682+204.1% | $4,126+318.7% |
| Admin fee / account holder | $21,216 | $5,950+256.6% | $13,212+60.6% | $5,651+275.5% |