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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 | $435,076 | $102,429+324.8% | $147,096+195.8% | $80,925+437.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.05% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $12,920 | $3,716+247.7% | $4,936+161.8% | $2,756+368.8% |
| Participant deferral / active EE | $8,602 | $6,649+29.4% | $8,071+6.6% | $4,299+100.1% |
| Admin fee / account holder | $38,021 | $7,957+377.8% | $13,005+192.4% | $6,940+447.8% |