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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 | $549,512 | $105,960+418.6% | $81,726+572.4% | $158,982+245.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 7.08% | 38.19%-31.1pp | 29.49%-22.4pp | 302.99%-295.9pp |
| Employer contribution / active EE | $12,500 | $7,805+60.2% | $4,311+190.0% | $4,763+162.4% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,343 | $8,494+186.6% | $5,160+371.8% | $11,252+116.4% |