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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 | $647,598 | $105,210+515.5% | $159,487+306.0% | $85,851+654.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.92% | 45.08%-30.2pp | 263.71%-248.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $12,578 | $3,319+279.0% | $4,831+160.3% | $2,565+390.3% |
| Participant deferral / active EE | $10,827 | $5,946+82.1% | $7,354+47.2% | $3,952+173.9% |
| Admin fee / account holder | $34,706 | $6,934+400.5% | $10,804+221.2% | $6,261+454.3% |