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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 | $402,143 | $95,406+321.5% | $185,849+116.4% | $85,847+368.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 24.43% | 23.59%+0.8pp | 122.10%-97.7pp | 318.61%-294.2pp |
| Employer contribution / active EE | $14,890 | $3,314+349.4% | $5,169+188.1% | $2,565+480.4% |
| Participant deferral / active EE | $9,000 | $3,424+162.9% | $5,569+61.6% | $3,952+127.7% |
| Admin fee / account holder | $19,133 | $7,214+165.2% | $16,244+17.8% | $6,261+205.6% |