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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 | $494,437 | $95,415+418.2% | $185,851+166.0% | $85,851+475.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.71% | 23.59%-9.9pp | 122.11%-108.4pp | 318.63%-304.9pp |
| Employer contribution / active EE | $10,729 | $3,314+223.8% | $5,168+107.6% | $2,565+318.2% |
| Participant deferral / active EE | $8,819 | $3,424+157.6% | $5,569+58.4% | $3,952+123.1% |
| Admin fee / account holder | $390 | $7,215-94.6% | $16,245-97.6% | $6,261-93.8% |