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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 | $342,409 | $102,422+234.3% | $147,117+132.7% | $80,959+322.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.66% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $9,015 | $3,717+142.5% | $4,932+82.8% | $2,757+227.0% |
| Participant deferral / active EE | $11,884 | $6,652+78.7% | $8,065+47.4% | $4,300+176.4% |
| Admin fee / account holder | $86,607 | $7,953+988.9% | $12,993+566.6% | $6,925+1150.6% |