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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 | $396,238 | $152,612+159.6% | $125,192+216.5% | $152,897+159.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.39% | 54.85%-39.5pp | 43.79%-28.4pp | 345.43%-330.0pp |
| Employer contribution / active EE | $14,316 | $4,947+189.4% | $3,866+270.3% | $4,764+200.5% |
| Participant deferral / active EE | $16,667 | $5,868+184.0% | $4,937+237.6% | $5,851+184.8% |
| Admin fee / account holder | $5,815 | $13,437-56.7% | $9,704-40.1% | $11,599-49.9% |