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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 | $770,788 | $102,422+652.6% | $147,117+423.9% | $80,959+852.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.45% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $24,786 | $3,717+566.8% | $4,932+402.5% | $2,757+799.0% |
| Participant deferral / active EE | $16,579 | $6,652+149.2% | $8,065+105.6% | $4,300+285.5% |
| Admin fee / account holder | $63,376 | $7,953+696.8% | $12,993+387.8% | $6,925+815.1% |