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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 | $439,057 | $85,766+411.9% | $136,298+222.1% | $70,126+526.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.69% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $9,157 | $2,966+208.7% | $4,696+95.0% | $2,343+290.9% |
| Participant deferral / active EE | $14,056 | $5,051+178.3% | $6,247+125.0% | $3,332+321.9% |
| Admin fee / account holder | $30,969 | $5,421+471.3% | $9,244+235.0% | $4,645+566.6% |