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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 | $370,398 | $95,406+288.2% | $185,849+99.3% | $85,847+331.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.33% | 23.59%-9.3pp | 122.10%-107.8pp | 318.61%-304.3pp |
| Employer contribution / active EE | $12,288 | $3,314+270.8% | $5,169+137.7% | $2,565+379.0% |
| Participant deferral / active EE | $8,186 | $3,424+139.1% | $5,569+47.0% | $3,952+107.1% |
| Admin fee / account holder | $16,501 | $7,214+128.7% | $16,244+1.6% | $6,261+163.6% |