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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 | $282,637 | $105,284+168.5% | $150,734+87.5% | $94,015+200.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 12.78% | 15.67%-2.9pp | 600.81%-588.0pp | 17.84%-5.1pp |
| Employer contribution / active EE | $17,601 | $3,599+389.1% | $4,918+257.9% | $2,790+530.9% |
| Participant deferral / active EE | $5,450 | $4,274+27.5% | $5,610-2.8% | $4,249+28.3% |
| Admin fee / account holder | $5,556 | $9,839-43.5% | $14,905-62.7% | $8,951-37.9% |