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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 | $452,396 | $102,429+341.7% | $147,096+207.6% | $80,925+459.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.22% | 135.02%-115.8pp | 419.75%-400.5pp | 35.65%-16.4pp |
| Employer contribution / active EE | $12,521 | $3,716+237.0% | $4,936+153.7% | $2,756+354.3% |
| Participant deferral / active EE | $10,992 | $6,649+65.3% | $8,071+36.2% | $4,299+155.7% |
| Admin fee / account holder | $7,854 | $7,957-1.3% | $13,005-39.6% | $6,940+13.2% |