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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 | $380,283 | $60,442+529.2% | $96,754+293.0% | $87,485+334.7% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 20.54% | 21.97%-1.4pp | 82.04%-61.5pp | 26.06%-5.5pp |
| Employer contribution / active EE | $10,368 | $1,691+513.2% | $2,679+287.0% | $2,596+299.3% |
| Participant deferral / active EE | $10,065 | $3,280+206.9% | $4,758+111.5% | $4,274+135.5% |
| Admin fee / account holder | $37,152 | $5,069+632.9% | $8,905+317.2% | $7,775+377.9% |