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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 | $352,548 | $102,382+244.3% | $147,005+139.8% | $80,874+335.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.48% | 134.89%-122.4pp | 418.76%-406.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $11,245 | $3,715+202.7% | $4,934+127.9% | $2,756+308.1% |
| Participant deferral / active EE | $14,920 | $6,646+124.5% | $8,070+84.9% | $4,297+247.2% |
| Admin fee / account holder | $32,403 | $7,942+308.0% | $13,006+149.1% | $6,935+367.2% |