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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 | $348,056 | $85,766+305.8% | $136,297+155.4% | $70,124+396.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.35% | 31.45%-16.1pp | 5156.19%-5140.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $11,651 | $2,966+292.8% | $4,696+148.1% | $2,342+397.4% |
| Participant deferral / active EE | $4,990 | $5,051-1.2% | $6,247-20.1% | $3,332+49.8% |
| Admin fee / account holder | $15,296 | $5,420+182.2% | $9,244+65.5% | $4,645+229.3% |