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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 | $261,648 | $162,821+60.7% | $133,978+95.3% | $158,982+64.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.53% | 41.95%-26.4pp | 45.10%-29.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $53,179 | $4,976+968.7% | $3,919+1257.0% | $4,763+1016.5% |
| Participant deferral / active EE | $11,873 | $5,910+100.9% | $5,047+135.2% | $5,983+98.4% |
| Admin fee / account holder | $63,602 | $11,742+441.7% | $8,930+612.2% | $11,252+465.3% |