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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 | $380,507 | $60,442+529.5% | $96,754+293.3% | $87,485+334.9% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 19.43% | 21.97%-2.5pp | 82.04%-62.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $7,244 | $1,691+328.4% | $2,679+170.4% | $2,596+179.0% |
| Participant deferral / active EE | $12,879 | $3,280+292.7% | $4,758+170.7% | $4,274+201.4% |
| Admin fee / account holder | $17,073 | $5,069+236.8% | $8,905+91.7% | $7,775+119.6% |