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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 | $462,378 | $91,198+407.0% | $178,503+159.0% | $79,856+479.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.79% | 24.20%-4.4pp | 151.12%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $15,639 | $3,257+380.2% | $5,011+212.1% | $2,471+532.8% |
| Participant deferral / active EE | $14,527 | $3,237+348.8% | $5,202+179.2% | $3,741+288.4% |
| Admin fee / account holder | $97,221 | $6,748+1340.7% | $13,987+595.1% | $5,306+1732.1% |