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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 | $317,988 | $85,171+273.4% | $172,753+84.1% | $72,976+335.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.65% | 27.32%-10.7pp | 803.00%-786.3pp | 81.02%-64.4pp |
| Employer contribution / active EE | $14,840 | $3,324+346.4% | $5,144+188.5% | $2,440+508.2% |
| Participant deferral / active EE | $9,161 | $3,260+181.0% | $5,198+76.3% | $3,608+153.9% |
| Admin fee / account holder | $843 | $5,880-85.7% | $13,956-94.0% | $5,124-83.5% |