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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 | $457,890 | $105,198+335.3% | $159,455+187.2% | $85,856+433.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.22% | 45.08%-20.9pp | 263.63%-239.4pp | 318.58%-294.4pp |
| Employer contribution / active EE | $13,671 | $3,319+311.9% | $4,830+183.0% | $2,565+433.0% |
| Participant deferral / active EE | $11,280 | $5,946+89.7% | $7,353+53.4% | $3,952+185.4% |
| Admin fee / account holder | $3,820 | $6,934-44.9% | $10,800-64.6% | $6,261-39.0% |