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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 | $373,084 | $85,766+335.0% | $136,298+173.7% | $70,126+432.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.05% | 31.46%-11.4pp | 5156.27%-5136.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $19,504 | $2,966+557.6% | $4,696+315.4% | $2,343+732.6% |
| Participant deferral / active EE | $13,296 | $5,051+163.2% | $6,247+112.8% | $3,332+299.1% |
| Admin fee / account holder | $10,365 | $5,421+91.2% | $9,244+12.1% | $4,645+123.1% |