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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 | $102,429+652.5% | $147,096+424.0% | $80,925+852.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.45% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $24,786 | $3,716+567.1% | $4,936+402.2% | $2,756+799.3% |
| Participant deferral / active EE | $16,579 | $6,649+149.4% | $8,071+105.4% | $4,299+285.7% |
| Admin fee / account holder | $63,376 | $7,957+696.5% | $13,005+387.3% | $6,940+813.2% |