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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 | $102,382+358.0% | $147,005+219.0% | $80,874+479.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.68% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $19,733 | $3,715+431.2% | $4,934+299.9% | $2,756+616.1% |
| Participant deferral / active EE | $17,091 | $6,646+157.1% | $8,070+111.8% | $4,297+297.7% |
| Admin fee / account holder | $2,551 | $7,942-67.9% | $13,006-80.4% | $6,935-63.2% |