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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 | $102,393+319.1% | $147,041+191.8% | $80,911+430.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.65% | 134.95%-121.3pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $23,636 | $3,715+536.2% | $4,935+379.0% | $2,756+757.7% |
| Participant deferral / active EE | $14,349 | $6,647+115.9% | $8,071+77.8% | $4,297+233.9% |
| Admin fee / account holder | $12,536 | $7,943+57.8% | $13,006-3.6% | $6,935+80.8% |