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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 | $358,011 | $91,198+292.6% | $178,503+100.6% | $79,856+348.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.13% | 24.20%-7.1pp | 151.12%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $23,198 | $3,257+612.4% | $5,011+362.9% | $2,471+838.7% |
| Participant deferral / active EE | $14,502 | $3,237+348.1% | $5,202+178.8% | $3,741+287.7% |
| Admin fee / account holder | $11,394 | $6,748+68.8% | $13,987-18.5% | $5,306+114.7% |