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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 | $102,382+652.9% | $147,005+424.3% | $80,874+853.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.45% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $24,786 | $3,715+567.2% | $4,934+402.3% | $2,756+799.5% |
| Participant deferral / active EE | $16,579 | $6,646+149.4% | $8,070+105.5% | $4,297+285.8% |
| Admin fee / account holder | $63,376 | $7,942+697.9% | $13,006+387.3% | $6,935+813.8% |