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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 | $515,325 | $102,385+403.3% | $147,080+250.4% | $80,935+536.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.89% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $10,631 | $3,717+186.0% | $4,933+115.5% | $2,757+285.6% |
| Participant deferral / active EE | $12,282 | $6,651+84.7% | $8,066+52.3% | $4,299+185.7% |
| Admin fee / account holder | $24,031 | $7,951+202.2% | $12,989+85.0% | $6,924+247.1% |