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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 | $373,072 | $96,524+286.5% | $75,900+391.5% | $152,909+144.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.95% | 33.93%-14.0pp | 30.73%-10.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $21,394 | $3,311+546.2% | $2,501+755.4% | $4,764+349.1% |
| Participant deferral / active EE | $8,021 | $4,554+76.1% | $3,604+122.6% | $5,851+37.1% |
| Admin fee / account holder | $118,597 | $8,082+1367.4% | $5,421+2087.7% | $11,601+922.3% |