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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 | $468,897 | $102,422+357.8% | $147,117+218.7% | $80,959+479.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.68% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $19,733 | $3,717+430.8% | $4,932+300.1% | $2,757+615.7% |
| Participant deferral / active EE | $17,091 | $6,652+156.9% | $8,065+111.9% | $4,300+297.4% |
| Admin fee / account holder | $2,551 | $7,953-67.9% | $12,993-80.4% | $6,925-63.2% |