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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 | $659,265 | $102,382+543.9% | $147,005+348.5% | $80,874+715.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 48.02% | 134.89%-86.9pp | 418.76%-370.7pp | 35.62%+12.4pp |
| Employer contribution / active EE | $14,552 | $3,715+291.7% | $4,934+194.9% | $2,756+428.1% |
| Participant deferral / active EE | $10,081 | $6,646+51.7% | $8,070+24.9% | $4,297+134.6% |
| Admin fee / account holder | $12,949 | $7,942+63.0% | $13,006-0.4% | $6,935+86.7% |