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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 | $470,019 | $102,385+359.1% | $147,080+219.6% | $80,935+480.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.85% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $10,277 | $3,717+176.5% | $4,933+108.3% | $2,757+272.8% |
| Participant deferral / active EE | $12,576 | $6,651+89.1% | $8,066+55.9% | $4,299+192.5% |
| Admin fee / account holder | $20,962 | $7,951+163.6% | $12,989+61.4% | $6,924+202.7% |