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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 | $102,429+481.2% | $147,096+304.7% | $80,925+635.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.18% | 135.02%-121.8pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $20,429 | $3,716+449.8% | $4,936+313.9% | $2,756+641.2% |
| Participant deferral / active EE | $10,793 | $6,649+62.3% | $8,071+33.7% | $4,299+151.1% |
| Admin fee / account holder | $30,223 | $7,957+279.8% | $13,005+132.4% | $6,940+335.5% |