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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 | $386,879 | $85,766+351.1% | $136,297+183.8% | $70,124+451.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.60% | 31.45%-11.9pp | 5156.19%-5136.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $14,130 | $2,966+376.4% | $4,696+200.9% | $2,342+503.2% |
| Participant deferral / active EE | $14,067 | $5,051+178.5% | $6,247+125.2% | $3,332+322.2% |
| Admin fee / account holder | $12,095 | $5,420+123.1% | $9,244+30.8% | $4,645+160.4% |