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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 | $343,356 | $87,834+290.9% | $133,975+156.3% | $62,881+446.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 83.33% | 12.05%+71.3pp | 29.29%+54.0pp | 20.14%+63.2pp |
| Employer contribution / active EE | $22,445 | $3,482+544.5% | $5,211+330.7% | $2,281+884.0% |
| Participant deferral / active EE | $13,981 | $4,812+190.6% | $6,282+122.6% | $3,203+336.5% |
| Admin fee / account holder | $78,590 | $5,372+1362.8% | $9,324+742.8% | $4,296+1729.5% |