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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 | $416,030 | $85,766+385.1% | $136,298+205.2% | $70,126+493.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.82% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $9,847 | $2,966+232.0% | $4,696+109.7% | $2,343+320.3% |
| Participant deferral / active EE | $7,000 | $5,051+38.6% | $6,247+12.1% | $3,332+110.1% |
| Admin fee / account holder | $9,648 | $5,421+78.0% | $9,244+4.4% | $4,645+107.7% |