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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 | $362,926 | $102,393+254.4% | $147,041+146.8% | $80,911+348.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.65% | 134.95%-118.3pp | 419.21%-402.6pp | 35.63%-19.0pp |
| Employer contribution / active EE | $21,346 | $3,715+474.5% | $4,935+332.5% | $2,756+674.6% |
| Participant deferral / active EE | $7,190 | $6,647+8.2% | $8,071-10.9% | $4,297+67.3% |
| Admin fee / account holder | $20,342 | $7,943+156.1% | $13,006+56.4% | $6,935+193.3% |