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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 | $347,988 | $93,598+271.8% | $135,974+155.9% | $75,173+362.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 41.83% | 30.89%+10.9pp | 68.30%-26.5pp | 160.72%-118.9pp |
| Employer contribution / active EE | $16,351 | $3,538+362.2% | $4,859+236.5% | $2,671+512.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,908 | $6,978+113.7% | $10,767+38.5% | $5,651+163.8% |