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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 | $347,040 | $78,690+341.0% | $161,489+114.9% | $87,485+296.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.10% | 32.74%-16.6pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $13,569 | $2,588+424.3% | $4,268+217.9% | $2,596+422.6% |
| Participant deferral / active EE | $8,749 | $3,311+164.2% | $5,630+55.4% | $4,274+104.7% |
| Admin fee / account holder | $1,575 | $6,724-76.6% | $16,006-90.2% | $7,775-79.7% |