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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 | $102,385+373.4% | $147,080+229.5% | $80,935+498.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.28% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $5,993 | $3,717+61.2% | $4,933+21.5% | $2,757+117.4% |
| Participant deferral / active EE | $13,993 | $6,651+110.4% | $8,066+73.5% | $4,299+225.5% |
| Admin fee / account holder | $12,631 | $7,951+58.9% | $12,989-2.8% | $6,924+82.4% |