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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 | $863,502 | $105,210+720.7% | $159,487+441.4% | $85,851+905.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.58% | 45.08%-30.5pp | 263.71%-249.1pp | 318.63%-304.1pp |
| Employer contribution / active EE | $17,931 | $3,319+440.2% | $4,831+271.1% | $2,565+598.9% |
| Participant deferral / active EE | $14,912 | $5,946+150.8% | $7,354+102.8% | $3,952+277.3% |
| Admin fee / account holder | $19,292 | $6,934+178.2% | $10,804+78.6% | $6,261+208.1% |