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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 | $397,472 | $155,833+155.1% | $124,693+218.8% | $167,536+137.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.84% | 17.98%-2.1pp | 5144.19%-5128.4pp | 478.82%-463.0pp |
| Employer contribution / active EE | $13,983 | $4,164+235.8% | $3,324+320.6% | $4,839+189.0% |
| Participant deferral / active EE | $5,031 | $5,675-11.4% | $4,615+9.0% | $6,342-20.7% |
| Admin fee / account holder | $1,740 | $9,534-81.7% | $7,494-76.8% | $12,315-85.9% |