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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 | $102,429+543.6% | $147,096+348.2% | $80,925+714.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 48.02% | 135.02%-87.0pp | 419.75%-371.7pp | 35.65%+12.4pp |
| Employer contribution / active EE | $14,552 | $3,716+291.6% | $4,936+194.8% | $2,756+427.9% |
| Participant deferral / active EE | $10,081 | $6,649+51.6% | $8,071+24.9% | $4,299+134.5% |
| Admin fee / account holder | $12,949 | $7,957+62.7% | $13,005-0.4% | $6,940+86.6% |