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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 | $426,330 | $102,393+316.4% | $147,041+189.9% | $80,911+426.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.84% | 134.95%-120.1pp | 419.21%-404.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $13,935 | $3,715+275.1% | $4,935+182.4% | $2,756+405.6% |
| Participant deferral / active EE | $18,114 | $6,647+172.5% | $8,071+124.4% | $4,297+321.5% |
| Admin fee / account holder | $1,424 | $7,943-82.1% | $13,006-89.0% | $6,935-79.5% |