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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 | $359,950 | $93,589+284.6% | $135,942+164.8% | $75,181+378.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.68% | 30.90%-8.2pp | 68.28%-45.6pp | 160.69%-138.0pp |
| Employer contribution / active EE | $11,144 | $3,537+215.0% | $4,858+129.4% | $2,671+317.3% |
| Participant deferral / active EE | $10,731 | $6,405+67.5% | $7,759+38.3% | $4,126+160.1% |
| Admin fee / account holder | $4,570 | $6,977-34.5% | $10,764-57.5% | $5,650-19.1% |