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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 | $102,422+543.7% | $147,117+348.1% | $80,959+714.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 48.02% | 135.16%-87.1pp | 420.54%-372.5pp | 35.67%+12.4pp |
| Employer contribution / active EE | $14,552 | $3,717+291.4% | $4,932+195.0% | $2,757+427.8% |
| Participant deferral / active EE | $10,081 | $6,652+51.6% | $8,065+25.0% | $4,300+134.4% |
| Admin fee / account holder | $12,949 | $7,953+62.8% | $12,993-0.3% | $6,925+87.0% |