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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 | $418,905 | $49,976+738.2% | $66,674+528.3% | $82,637+406.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 17.12% | 39.09%-22.0pp | 321.24%-304.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $31,978 | $1,988+1508.3% | $2,620+1120.5% | $2,552+1153.0% |
| Participant deferral / active EE | $4,873 | $2,847+71.2% | $4,084+19.3% | $4,126+18.1% |
| Admin fee / account holder | $6,061 | $4,594+31.9% | $5,098+18.9% | $7,339-17.4% |