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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 | $286,687 | $95,415+200.5% | $185,851+54.3% | $85,851+233.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.24% | 23.59%-10.3pp | 122.11%-108.9pp | 318.63%-305.4pp |
| Employer contribution / active EE | $10,776 | $3,314+225.2% | $5,168+108.5% | $2,565+320.0% |
| Participant deferral / active EE | $5,721 | $3,424+67.1% | $5,569+2.7% | $3,952+44.7% |
| Admin fee / account holder | $148,279 | $7,215+1955.3% | $16,245+812.8% | $6,261+2268.3% |