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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 | $350,562 | $78,423+347.0% | $95,964+265.3% | $79,856+339.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.37% | 19.37%-6.0pp | 91.64%-78.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $14,017 | $1,945+620.5% | $2,541+451.6% | $2,471+467.2% |
| Participant deferral / active EE | $12,205 | $3,440+254.8% | $4,167+192.9% | $3,741+226.3% |
| Admin fee / account holder | $28,501 | $5,622+407.0% | $6,797+319.3% | $5,306+437.1% |