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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 | $300,728 | $65,440+359.5% | $98,506+205.3% | $85,851+250.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.17% | 21.75%-8.6pp | 1494.92%-1481.7pp | 318.63%-305.5pp |
| Employer contribution / active EE | $14,364 | $2,169+562.2% | $2,961+385.1% | $2,565+459.9% |
| Participant deferral / active EE | $12,351 | $3,168+289.9% | $4,277+188.8% | $3,952+212.5% |
| Admin fee / account holder | $15,060 | $4,596+227.7% | $5,955+152.9% | $6,261+140.5% |