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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 | $595,304 | $102,385+481.4% | $147,080+304.7% | $80,935+635.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.18% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $20,429 | $3,717+449.6% | $4,933+314.1% | $2,757+641.1% |
| Participant deferral / active EE | $10,793 | $6,651+62.3% | $8,066+33.8% | $4,299+151.0% |
| Admin fee / account holder | $30,223 | $7,951+280.1% | $12,989+132.7% | $6,924+336.5% |