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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 | $720,887 | $102,385+604.1% | $147,080+390.1% | $80,935+790.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.65% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $17,819 | $3,717+379.4% | $4,933+261.2% | $2,757+546.4% |
| Participant deferral / active EE | $13,832 | $6,651+108.0% | $8,066+71.5% | $4,299+221.7% |
| Admin fee / account holder | $46,501 | $7,951+484.8% | $12,989+258.0% | $6,924+571.6% |