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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 | $490,486 | $60,442+711.5% | $96,754+406.9% | $87,485+460.7% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 16.65% | 21.97%-5.3pp | 82.04%-65.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $8,150 | $1,691+382.0% | $2,679+204.2% | $2,596+213.9% |
| Participant deferral / active EE | $13,786 | $3,280+320.3% | $4,758+189.7% | $4,274+222.6% |
| Admin fee / account holder | $13,720 | $5,069+170.7% | $8,905+54.1% | $7,775+76.5% |