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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 | $333,400 | $137,414+142.6% | $189,545+75.9% | $85,851+288.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.92% | 38.14%-21.2pp | 555.36%-538.4pp | 318.63%-301.7pp |
| Employer contribution / active EE | $13,163 | $4,344+203.0% | $6,162+113.6% | $2,565+413.1% |
| Participant deferral / active EE | $12,210 | $6,260+95.1% | $8,220+48.5% | $3,952+208.9% |
| Admin fee / account holder | $775 | $8,630-91.0% | $12,049-93.6% | $6,261-87.6% |