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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 | $403,683 | $63,346+537.3% | $92,240+337.6% | $70,126+475.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.30% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $9,903 | $2,471+300.7% | $3,680+169.1% | $2,343+322.8% |
| Participant deferral / active EE | $10,013 | $2,854+250.9% | $3,897+156.9% | $3,332+200.5% |
| Admin fee / account holder | $15,116 | $3,841+293.6% | $5,194+191.0% | $4,645+225.4% |