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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 | $254,135 | $65,434+288.4% | $98,483+158.0% | $85,847+196.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.14% | 21.75%-7.6pp | 1494.38%-1480.2pp | 318.61%-304.5pp |
| Employer contribution / active EE | $10,594 | $2,169+388.5% | $2,961+257.8% | $2,565+313.0% |
| Participant deferral / active EE | $3,648 | $3,168+15.2% | $4,276-14.7% | $3,952-7.7% |
| Admin fee / account holder | $7,117 | $4,595+54.9% | $5,953+19.6% | $6,261+13.7% |