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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 | $562,315 | $91,179+516.7% | $178,499+215.0% | $79,852+604.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.99% | 24.19%-6.2pp | 151.10%-133.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $13,333 | $3,256+309.5% | $5,011+166.1% | $2,471+439.6% |
| Participant deferral / active EE | $9,054 | $3,236+179.8% | $5,202+74.0% | $3,740+142.1% |
| Admin fee / account holder | $13,541 | $6,749+100.7% | $13,986-3.2% | $5,306+155.2% |