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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 | $102,382+398.7% | $147,005+247.3% | $80,874+531.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.40% | 134.89%-109.5pp | 418.76%-393.4pp | 35.62%-10.2pp |
| Employer contribution / active EE | $2,969 | $3,715-20.1% | $4,934-39.8% | $2,756+7.8% |
| Participant deferral / active EE | $13,166 | $6,646+98.1% | $8,070+63.2% | $4,297+206.4% |
| Admin fee / account holder | $39,685 | $7,942+399.7% | $13,006+205.1% | $6,935+472.2% |