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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 | $315,726 | $102,422+208.3% | $147,117+114.6% | $80,959+290.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 25.25% | 135.16%-109.9pp | 420.54%-395.3pp | 35.67%-10.4pp |
| Employer contribution / active EE | $1,100 | $3,717-70.4% | $4,932-77.7% | $2,757-60.1% |
| Participant deferral / active EE | $16,406 | $6,652+146.6% | $8,065+103.4% | $4,300+281.5% |
| Admin fee / account holder | $1,846 | $7,953-76.8% | $12,993-85.8% | $6,925-73.4% |