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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 | $426,025 | $58,234+631.6% | $81,783+420.9% | $80,874+426.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.09% | 41.70%-29.6pp | 775.05%-763.0pp | 35.62%-23.5pp |
| Employer contribution / active EE | $32,033 | $2,341+1268.1% | $2,913+999.8% | $2,756+1062.5% |
| Participant deferral / active EE | $14,425 | $3,283+339.4% | $4,320+233.9% | $4,297+235.7% |
| Admin fee / account holder | $78,955 | $4,982+1484.9% | $7,380+969.9% | $6,935+1038.5% |