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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 | $429,123 | $102,429+318.9% | $147,096+191.7% | $80,925+430.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.65% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $23,636 | $3,716+536.1% | $4,936+378.9% | $2,756+757.6% |
| Participant deferral / active EE | $14,349 | $6,649+115.8% | $8,071+77.8% | $4,299+233.8% |
| Admin fee / account holder | $12,536 | $7,957+57.5% | $13,005-3.6% | $6,940+80.6% |