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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 | $407,176 | $105,145+287.3% | $94,664+330.1% | $139,466+192.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.39% | 38.09%-24.7pp | 156.84%-143.5pp | 373.66%-360.3pp |
| Employer contribution / active EE | $1,000 | $4,107-75.7% | $3,673-72.8% | $4,754-79.0% |
| Participant deferral / active EE | $17,967 | $7,599+136.5% | $7,417+142.2% | $6,712+167.7% |
| Admin fee / account holder | $35,140 | $8,972+291.7% | $7,222+386.6% | $11,409+208.0% |