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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 | $102,385+324.9% | $147,080+195.8% | $80,935+437.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.05% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $12,920 | $3,717+247.6% | $4,933+161.9% | $2,757+368.7% |
| Participant deferral / active EE | $8,602 | $6,651+29.3% | $8,066+6.6% | $4,299+100.1% |
| Admin fee / account holder | $38,021 | $7,951+378.2% | $12,989+192.7% | $6,924+449.1% |