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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 | $312,064 | $102,393+204.8% | $147,041+112.2% | $80,911+285.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.86% | 134.95%-118.1pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $11,906 | $3,715+220.5% | $4,935+141.3% | $2,756+332.0% |
| Participant deferral / active EE | $9,916 | $6,647+49.2% | $8,071+22.9% | $4,297+130.8% |
| Admin fee / account holder | $16,672 | $7,943+109.9% | $13,006+28.2% | $6,935+140.4% |