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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 | $365,422 | $96,419+279.0% | $80,648+353.1% | $139,487+162.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.72% | 1352.86%-1340.1pp | 937.21%-924.5pp | 373.84%-361.1pp |
| Employer contribution / active EE | $5,538 | $3,261+69.8% | $2,724+103.3% | $4,755+16.5% |
| Participant deferral / active EE | $13,667 | $5,225+161.5% | $4,443+207.6% | $6,713+103.6% |
| Admin fee / account holder | $15,026 | $6,605+127.5% | $5,382+179.2% | $11,407+31.7% |