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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 | $350,354 | $78,690+345.2% | $161,489+117.0% | $87,485+300.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 21.30% | 32.74%-11.4pp | 89.72%-68.4pp | 26.06%-4.8pp |
| Employer contribution / active EE | $44,705 | $2,588+1627.2% | $4,268+947.4% | $2,596+1621.9% |
| Participant deferral / active EE | $28,164 | $3,311+750.7% | $5,630+400.3% | $4,274+559.0% |
| Admin fee / account holder | $12,715 | $6,724+89.1% | $16,006-20.6% | $7,775+63.5% |