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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 | $329,747 | $95,406+245.6% | $185,849+77.4% | $85,847+284.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.37% | 23.59%-10.2pp | 122.10%-108.7pp | 318.61%-305.2pp |
| Employer contribution / active EE | $20,527 | $3,314+519.5% | $5,169+297.2% | $2,565+700.2% |
| Participant deferral / active EE | $8,385 | $3,424+144.9% | $5,569+50.6% | $3,952+112.2% |
| Admin fee / account holder | $2,425 | $7,214-66.4% | $16,244-85.1% | $6,261-61.3% |