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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 | $93,589+271.8% | $135,942+156.0% | $75,181+362.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 41.83% | 30.90%+10.9pp | 68.28%-26.4pp | 160.69%-118.9pp |
| Employer contribution / active EE | $16,351 | $3,537+362.2% | $4,858+236.6% | $2,671+512.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,908 | $6,977+113.7% | $10,764+38.5% | $5,650+163.9% |