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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 | $285,736 | $70,684+304.2% | $169,390+68.7% | $75,173+280.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 20.58% | 36.38%-15.8pp | 406.07%-385.5pp | 160.72%-140.1pp |
| Employer contribution / active EE | $9,856 | $2,211+345.8% | $4,013+145.6% | $2,671+269.0% |
| Participant deferral / active EE | $19,192 | $4,310+345.3% | $6,222+208.4% | $4,126+365.1% |
| Admin fee / account holder | $1,867 | $5,404-65.5% | $9,015-79.3% | $5,651-67.0% |