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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 | $478,287 | $105,210+354.6% | $159,487+199.9% | $85,851+457.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.12% | 45.08%-26.0pp | 263.71%-244.6pp | 318.63%-299.5pp |
| Employer contribution / active EE | $9,724 | $3,319+193.0% | $4,831+101.3% | $2,565+279.0% |
| Participant deferral / active EE | $12,685 | $5,946+113.3% | $7,354+72.5% | $3,952+221.0% |
| Admin fee / account holder | $3,743 | $6,934-46.0% | $10,804-65.4% | $6,261-40.2% |