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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 | $426,009 | $91,179+367.2% | $178,499+138.7% | $79,852+433.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.01% | 24.19%-5.2pp | 151.10%-132.1pp | 31.72%-12.7pp |
| Employer contribution / active EE | $17,141 | $3,256+426.5% | $5,011+242.1% | $2,471+593.7% |
| Participant deferral / active EE | $11,902 | $3,236+267.8% | $5,202+128.8% | $3,740+218.2% |
| Admin fee / account holder | $9,621 | $6,749+42.6% | $13,986-31.2% | $5,306+81.3% |