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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 | $684,188 | $102,422+568.0% | $147,117+365.1% | $80,959+745.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.61% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $14,159 | $3,717+280.9% | $4,932+187.0% | $2,757+413.5% |
| Participant deferral / active EE | $12,237 | $6,652+84.0% | $8,065+51.7% | $4,300+184.6% |
| Admin fee / account holder | $40,434 | $7,953+408.4% | $12,993+211.2% | $6,925+483.9% |