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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 | $326,955 | $79,181+312.9% | $102,423+219.2% | $74,429+339.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.99% | 54.97%-43.0pp | 29.42%-17.4pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $11,539 | $2,362+388.6% | $3,023+281.7% | $2,625+339.6% |
| Participant deferral / active EE | $11,799 | $4,416+167.2% | $5,054+133.5% | $4,348+171.4% |
| Admin fee / account holder | $42,720 | $2,002+2034.1% | $9,455+351.9% | $1,944+2097.2% |