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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 | $337,684 | $78,690+329.1% | $161,489+109.1% | $87,485+286.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.81% | 32.74%-14.9pp | 89.72%-71.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $10,704 | $2,588+313.6% | $4,268+150.8% | $2,596+312.3% |
| Participant deferral / active EE | $22,832 | $3,311+589.6% | $5,630+305.6% | $4,274+434.3% |
| Admin fee / account holder | $10,920 | $6,724+62.4% | $16,006-31.8% | $7,775+40.5% |