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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 | $339,037 | $65,440+418.1% | $98,506+244.2% | $85,851+294.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.56% | 21.75%-7.2pp | 1494.92%-1480.4pp | 318.63%-304.1pp |
| Employer contribution / active EE | $11,838 | $2,169+445.8% | $2,961+299.8% | $2,565+361.4% |
| Participant deferral / active EE | $9,449 | $3,168+198.3% | $4,277+120.9% | $3,952+139.1% |
| Admin fee / account holder | $7,982 | $4,596+73.7% | $5,955+34.0% | $6,261+27.5% |