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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 | $450,863 | $78,690+473.0% | $161,489+179.2% | $87,485+415.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.38% | 32.74%-19.4pp | 89.72%-76.3pp | 26.06%-12.7pp |
| Employer contribution / active EE | $10,256 | $2,588+296.2% | $4,268+140.3% | $2,596+295.0% |
| Participant deferral / active EE | $9,643 | $3,311+191.2% | $5,630+71.3% | $4,274+125.6% |
| Admin fee / account holder | $4,394 | $6,724-34.6% | $16,006-72.5% | $7,775-43.5% |