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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 | $301,926 | $95,415+216.4% | $185,851+62.5% | $85,851+251.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.55% | 23.59%-12.0pp | 122.11%-110.6pp | 318.63%-307.1pp |
| Employer contribution / active EE | $14,106 | $3,314+325.7% | $5,168+172.9% | $2,565+449.8% |
| Participant deferral / active EE | $11,323 | $3,424+230.7% | $5,569+103.3% | $3,952+186.5% |
| Admin fee / account holder | $2,892 | $7,215-59.9% | $16,245-82.2% | $6,261-53.8% |