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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 | $367,327 | $91,198+302.8% | $178,503+105.8% | $79,856+360.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.97% | 24.20%-4.2pp | 151.12%-131.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $12,826 | $3,257+293.9% | $5,011+156.0% | $2,471+419.0% |
| Participant deferral / active EE | $1,554 | $3,237-52.0% | $5,202-70.1% | $3,741-58.5% |
| Admin fee / account holder | $37,706 | $6,748+458.8% | $13,987+169.6% | $5,306+610.6% |