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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 | $306,552 | $78,705+289.5% | $117,860+160.1% | $70,124+337.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.89% | 23.30%-4.4pp | 335.10%-316.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $12,453 | $2,223+460.1% | $3,786+228.9% | $2,342+431.6% |
| Participant deferral / active EE | $6,186 | $3,297+87.6% | $4,482+38.0% | $3,332+85.7% |
| Admin fee / account holder | $17,526 | $5,065+246.0% | $8,021+118.5% | $4,645+277.3% |