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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 | $102,429+398.5% | $147,096+247.1% | $80,925+531.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 25.40% | 135.02%-109.6pp | 419.75%-394.3pp | 35.65%-10.2pp |
| Employer contribution / active EE | $2,969 | $3,716-20.1% | $4,936-39.8% | $2,756+7.7% |
| Participant deferral / active EE | $13,166 | $6,649+98.0% | $8,071+63.1% | $4,299+206.3% |
| Admin fee / account holder | $39,685 | $7,957+398.8% | $13,005+205.1% | $6,940+471.8% |