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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 | $484,700 | $102,393+373.4% | $147,041+229.6% | $80,911+499.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.28% | 134.95%-117.7pp | 419.21%-401.9pp | 35.63%-18.4pp |
| Employer contribution / active EE | $5,993 | $3,715+61.3% | $4,935+21.4% | $2,756+117.5% |
| Participant deferral / active EE | $13,993 | $6,647+110.5% | $8,071+73.4% | $4,297+225.6% |
| Admin fee / account holder | $12,631 | $7,943+59.0% | $13,006-2.9% | $6,935+82.1% |