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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 | $402,258 | $165,939+142.4% | $122,354+228.8% | $147,586+172.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.46% | 34.56%-18.1pp | 30.28%-13.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $34,560 | $5,754+500.6% | $4,051+753.1% | $4,876+608.7% |
| Participant deferral / active EE | $23,040 | $4,005+475.2% | $3,287+600.9% | $5,439+323.6% |
| Admin fee / account holder | $39,570 | $7,425+433.0% | $5,479+622.2% | $10,886+263.5% |