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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 | $398,088 | $96,136+314.1% | $135,987+192.7% | $80,925+391.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 12.71% | 28.70%-16.0pp | 580.01%-567.3pp | 35.65%-22.9pp |
| Employer contribution / active EE | $13,145 | $3,350+292.5% | $4,214+212.0% | $2,756+376.9% |
| Participant deferral / active EE | $9,140 | $5,706+60.2% | $7,027+30.1% | $4,299+112.6% |
| Admin fee / account holder | $74,466 | $8,236+804.1% | $6,716+1008.9% | $6,940+973.0% |