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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 | $386,253 | $85,766+350.4% | $136,298+183.4% | $70,126+450.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.50% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $11,747 | $2,966+296.0% | $4,696+150.2% | $2,343+401.5% |
| Participant deferral / active EE | $9,514 | $5,051+88.3% | $6,247+52.3% | $3,332+185.5% |
| Admin fee / account holder | $3,064 | $5,421-43.5% | $9,244-66.8% | $4,645-34.0% |