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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 | $304,003 | $111,878+171.7% | $93,727+224.4% | $145,897+108.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.14% | 204.28%-189.1pp | 133.83%-118.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,824 | $3,092+56.0% | $2,421+99.2% | $4,663+3.5% |
| Participant deferral / active EE | $14,898 | $4,920+202.8% | $4,417+237.3% | $6,689+122.7% |
| Admin fee / account holder | $20,550 | $10,256+100.4% | $8,292+147.8% | $13,390+53.5% |