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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 | $371,111 | $102,385+262.5% | $147,080+152.3% | $80,935+358.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.89% | 135.09%-116.2pp | 420.17%-401.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $9,112 | $3,717+145.2% | $4,933+84.7% | $2,757+230.5% |
| Participant deferral / active EE | $16,129 | $6,651+142.5% | $8,066+100.0% | $4,299+275.1% |
| Admin fee / account holder | $825 | $7,951-89.6% | $12,989-93.6% | $6,924-88.1% |