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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 | $102,385+336.4% | $147,080+203.8% | $80,935+452.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.41% | 135.09%-121.7pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $11,574 | $3,717+211.4% | $4,933+134.6% | $2,757+319.8% |
| Participant deferral / active EE | $11,945 | $6,651+79.6% | $8,066+48.1% | $4,299+177.8% |
| Admin fee / account holder | $37,321 | $7,951+369.4% | $12,989+187.3% | $6,924+439.0% |