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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 | $255,739 | $85,766+198.2% | $136,298+87.6% | $70,126+264.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.29% | 31.46%-9.2pp | 5156.27%-5134.0pp | 73.15%-50.9pp |
| Employer contribution / active EE | $14,639 | $2,966+393.5% | $4,696+211.8% | $2,343+524.9% |
| Participant deferral / active EE | $4,535 | $5,051-10.2% | $6,247-27.4% | $3,332+36.1% |
| Admin fee / account holder | $140,856 | $5,421+2498.5% | $9,244+1423.8% | $4,645+2932.1% |