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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 | $430,923 | $95,406+351.7% | $185,849+131.9% | $85,847+402.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.44% | 23.59%-4.1pp | 122.10%-102.7pp | 318.61%-299.2pp |
| Employer contribution / active EE | $13,451 | $3,314+305.9% | $5,169+160.2% | $2,565+424.3% |
| Participant deferral / active EE | $1,697 | $3,424-50.4% | $5,569-69.5% | $3,952-57.1% |
| Admin fee / account holder | $15,271 | $7,214+111.7% | $16,244-6.0% | $6,261+143.9% |