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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 | $416,240 | $95,415+336.2% | $185,851+124.0% | $85,851+384.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.96% | 23.59%-8.6pp | 122.11%-107.1pp | 318.63%-303.7pp |
| Employer contribution / active EE | $14,425 | $3,314+335.3% | $5,168+179.1% | $2,565+462.3% |
| Participant deferral / active EE | $10,252 | $3,424+199.4% | $5,569+84.1% | $3,952+159.4% |
| Admin fee / account holder | $28,085 | $7,215+289.3% | $16,245+72.9% | $6,261+348.6% |