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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 | $305,488 | $85,171+258.7% | $172,753+76.8% | $72,976+318.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.05% | 27.32%-8.3pp | 803.00%-783.9pp | 81.02%-62.0pp |
| Employer contribution / active EE | $10,820 | $3,324+225.5% | $5,144+110.3% | $2,440+343.4% |
| Participant deferral / active EE | $6,668 | $3,260+104.5% | $5,198+28.3% | $3,608+84.8% |
| Admin fee / account holder | $646 | $5,880-89.0% | $13,956-95.4% | $5,124-87.4% |