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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 | $336,786 | $100,203+236.1% | $85,240+295.1% | $145,897+130.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.92% | 84.28%-66.4pp | 66.75%-48.8pp | 552.29%-534.4pp |
| Employer contribution / active EE | $31,335 | $3,242+866.6% | $2,735+1045.6% | $4,663+572.0% |
| Participant deferral / active EE | $21,167 | $5,299+299.5% | $4,527+367.5% | $6,689+216.4% |
| Admin fee / account holder | $1,971 | $7,265-72.9% | $6,165-68.0% | $13,390-85.3% |