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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 | $638,894 | $102,429+523.7% | $147,096+334.3% | $80,925+689.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.52% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $27,328 | $3,716+635.5% | $4,936+453.7% | $2,756+891.5% |
| Participant deferral / active EE | $6,586 | $6,649-0.9% | $8,071-18.4% | $4,299+53.2% |
| Admin fee / account holder | $23,871 | $7,957+200.0% | $13,005+83.6% | $6,940+244.0% |