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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 | $833,845 | $102,422+714.1% | $147,117+466.8% | $80,959+930.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.92% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $22,028 | $3,717+492.6% | $4,932+346.6% | $2,757+698.9% |
| Participant deferral / active EE | $19,638 | $6,652+195.2% | $8,065+143.5% | $4,300+356.7% |
| Admin fee / account holder | $922 | $7,953-88.4% | $12,993-92.9% | $6,925-86.7% |