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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 | $319,973 | $95,406+235.4% | $185,849+72.2% | $85,847+272.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.61% | 23.59%-11.0pp | 122.10%-109.5pp | 318.61%-306.0pp |
| Employer contribution / active EE | $18,232 | $3,314+450.2% | $5,169+252.8% | $2,565+610.7% |
| Participant deferral / active EE | $12,640 | $3,424+269.2% | $5,569+127.0% | $3,952+219.8% |
| Admin fee / account holder | $14,428 | $7,214+100.0% | $16,244-11.2% | $6,261+130.5% |