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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 | $338,494 | $102,385+230.6% | $147,080+130.1% | $80,935+318.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.99% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $16,477 | $3,717+343.3% | $4,933+234.0% | $2,757+497.7% |
| Participant deferral / active EE | $13,235 | $6,651+99.0% | $8,066+64.1% | $4,299+207.8% |
| Admin fee / account holder | $44,147 | $7,951+455.2% | $12,989+239.9% | $6,924+537.6% |