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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 | $299,375 | $225,673+32.7% | $203,872+46.8% | $155,188+92.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.12% | 95.91%-79.8pp | 85.11%-69.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $46,500 | $4,099+1034.5% | $3,757+1137.5% | $4,248+994.7% |
| Participant deferral / active EE | $23,500 | $6,893+240.9% | $6,388+267.9% | $6,531+259.8% |
| Admin fee / account holder | $4,582 | $12,327-62.8% | $11,730-60.9% | $14,480-68.4% |