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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 | $558,039 | $102,385+445.0% | $147,080+279.4% | $80,935+589.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.01% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,542 | $3,717+22.2% | $4,933-7.9% | $2,757+64.8% |
| Participant deferral / active EE | $16,563 | $6,651+149.0% | $8,066+105.3% | $4,299+285.2% |
| Admin fee / account holder | $47,394 | $7,951+496.0% | $12,989+264.9% | $6,924+584.5% |