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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 | $310,959 | $91,167+241.1% | $178,498+74.2% | $79,858+289.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.99% | 24.19%-12.2pp | 151.09%-139.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $17,662 | $3,255+442.5% | $5,011+252.5% | $2,471+614.8% |
| Participant deferral / active EE | $7,729 | $3,236+138.9% | $5,202+48.6% | $3,740+106.6% |
| Admin fee / account holder | $2,043 | $6,747-69.7% | $13,985-85.4% | $5,306-61.5% |