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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 | $291,565 | $102,393+184.8% | $147,041+98.3% | $80,911+260.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.18% | 134.95%-119.8pp | 419.21%-404.0pp | 35.63%-20.4pp |
| Employer contribution / active EE | $14,789 | $3,715+298.0% | $4,935+199.7% | $2,756+436.6% |
| Participant deferral / active EE | $14,527 | $6,647+118.5% | $8,071+80.0% | $4,297+238.1% |
| Admin fee / account holder | $55,959 | $7,943+604.5% | $13,006+330.2% | $6,935+707.0% |