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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 | $441,602 | $85,766+414.9% | $136,298+224.0% | $70,126+529.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.16% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $19,913 | $2,966+571.4% | $4,696+324.1% | $2,343+750.1% |
| Participant deferral / active EE | $15,166 | $5,051+200.2% | $6,247+142.8% | $3,332+355.2% |
| Admin fee / account holder | $3,600 | $5,421-33.6% | $9,244-61.1% | $4,645-22.5% |