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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 | $306,311 | $111,878+173.8% | $93,727+226.8% | $145,897+109.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.06% | 204.28%-195.2pp | 133.83%-124.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $16,331 | $3,092+428.1% | $2,421+574.5% | $4,663+250.3% |
| Participant deferral / active EE | $9,638 | $4,920+95.9% | $4,417+118.2% | $6,689+44.1% |
| Admin fee / account holder | $11,639 | $10,256+13.5% | $8,292+40.4% | $13,390-13.1% |