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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 | $446,834 | $102,422+336.3% | $147,117+203.7% | $80,959+451.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.41% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $11,574 | $3,717+211.3% | $4,932+134.6% | $2,757+319.8% |
| Participant deferral / active EE | $11,945 | $6,652+79.6% | $8,065+48.1% | $4,300+177.8% |
| Admin fee / account holder | $37,321 | $7,953+369.2% | $12,993+187.2% | $6,925+438.9% |