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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 | $438,845 | $137,414+219.4% | $189,545+131.5% | $85,851+411.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.51% | 38.14%-22.6pp | 555.36%-539.9pp | 318.63%-303.1pp |
| Employer contribution / active EE | $17,263 | $4,344+297.4% | $6,162+180.1% | $2,565+572.9% |
| Participant deferral / active EE | $19,439 | $6,260+210.5% | $8,220+136.5% | $3,952+391.8% |
| Admin fee / account holder | $3,622 | $8,630-58.0% | $12,049-69.9% | $6,261-42.2% |