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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 | $444,428 | $68,398+549.8% | $94,664+369.5% | $75,173+491.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 21.42% | 616.72%-595.3pp | 156.84%-135.4pp | 160.72%-139.3pp |
| Employer contribution / active EE | $23,194 | $2,701+758.7% | $3,673+531.5% | $2,671+768.4% |
| Participant deferral / active EE | $16,762 | $6,537+156.4% | $7,417+126.0% | $4,126+306.2% |
| Admin fee / account holder | $14,007 | $5,324+163.1% | $7,222+94.0% | $5,651+147.9% |