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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 | $379,374 | $77,157+391.7% | $108,405+250.0% | $85,847+341.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 27.87% | 44.55%-16.7pp | 905.55%-877.7pp | 318.61%-290.7pp |
| Employer contribution / active EE | $9,694 | $2,379+307.4% | $3,559+172.4% | $2,565+277.9% |
| Participant deferral / active EE | $9,134 | $5,567+64.1% | $6,563+39.2% | $3,952+131.1% |
| Admin fee / account holder | $74,800 | $5,174+1345.8% | $7,297+925.1% | $6,261+1094.8% |