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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 | $363,670 | $89,370+306.9% | $141,197+157.6% | $72,976+398.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.61% | 111.88%-85.3pp | 71.41%-44.8pp | 81.02%-54.4pp |
| Employer contribution / active EE | $13,790 | $3,115+342.7% | $4,736+191.2% | $2,440+465.2% |
| Participant deferral / active EE | $14,001 | $5,419+158.4% | $6,710+108.6% | $3,608+288.1% |
| Admin fee / account holder | $1,164 | $5,957-80.5% | $10,265-88.7% | $5,124-77.3% |