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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 | $412,345 | $85,060+384.8% | $70,565+484.3% | $139,487+195.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.15% | 30.39%-18.2pp | 32.79%-20.6pp | 373.84%-361.7pp |
| Employer contribution / active EE | $19,451 | $3,912+397.2% | $2,976+553.6% | $4,755+309.1% |
| Participant deferral / active EE | $5,066 | $5,891-14.0% | $4,568+10.9% | $6,713-24.5% |
| Admin fee / account holder | $27,099 | $8,932+203.4% | $6,430+321.5% | $11,407+137.6% |