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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 | $510,599 | $102,422+398.5% | $147,117+247.1% | $80,959+530.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 25.40% | 135.16%-109.8pp | 420.54%-395.1pp | 35.67%-10.3pp |
| Employer contribution / active EE | $2,969 | $3,717-20.1% | $4,932-39.8% | $2,757+7.7% |
| Participant deferral / active EE | $13,166 | $6,652+97.9% | $8,065+63.3% | $4,300+206.2% |
| Admin fee / account holder | $39,685 | $7,953+399.0% | $12,993+205.4% | $6,925+473.0% |