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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 | $309,410 | $85,171+263.3% | $172,753+79.1% | $72,976+324.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.52% | 27.32%-8.8pp | 803.00%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $27,420 | $3,324+724.9% | $5,144+433.1% | $2,440+1023.8% |
| Participant deferral / active EE | $18,830 | $3,260+477.6% | $5,198+262.3% | $3,608+421.9% |
| Admin fee / account holder | $3,567 | $5,880-39.3% | $13,956-74.4% | $5,124-30.4% |