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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 | $482,420 | $107,421+349.1% | $182,262+164.7% | $94,015+413.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 14.71% | 21.32%-6.6pp | 140.60%-125.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $13,092 | $3,448+279.7% | $5,046+159.5% | $2,790+369.2% |
| Participant deferral / active EE | $13,752 | $6,558+109.7% | $8,276+66.2% | $4,249+223.6% |
| Admin fee / account holder | $1,238 | $8,692-85.8% | $16,712-92.6% | $8,951-86.2% |