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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 | $367,055 | $95,406+284.7% | $185,849+97.5% | $85,847+327.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.92% | 23.59%-6.7pp | 122.10%-105.2pp | 318.61%-301.7pp |
| Employer contribution / active EE | $17,237 | $3,314+420.2% | $5,169+233.5% | $2,565+571.9% |
| Participant deferral / active EE | $9,296 | $3,424+171.5% | $5,569+66.9% | $3,952+135.2% |
| Admin fee / account holder | $50,441 | $7,214+599.2% | $16,244+210.5% | $6,261+705.7% |