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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 | $354,795 | $63,346+460.1% | $92,240+284.6% | $70,126+405.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.48% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $14,230 | $2,471+475.8% | $3,680+286.7% | $2,343+507.5% |
| Participant deferral / active EE | $11,163 | $2,854+291.2% | $3,897+186.4% | $3,332+235.0% |
| Admin fee / account holder | $2,868 | $3,841-25.3% | $5,194-44.8% | $4,645-38.3% |