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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 | $548,240 | $95,415+474.6% | $185,851+195.0% | $85,851+538.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.51% | 23.59%-9.1pp | 122.11%-107.6pp | 318.63%-304.1pp |
| Employer contribution / active EE | $18,229 | $3,314+450.1% | $5,168+252.7% | $2,565+610.5% |
| Participant deferral / active EE | $15,769 | $3,424+360.6% | $5,569+183.2% | $3,952+299.0% |
| Admin fee / account holder | $5,141 | $7,215-28.7% | $16,245-68.4% | $6,261-17.9% |