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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 | $102,393+403.3% | $147,041+250.5% | $80,911+536.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.89% | 134.95%-118.1pp | 419.21%-402.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $10,631 | $3,715+186.1% | $4,935+115.4% | $2,756+285.8% |
| Participant deferral / active EE | $12,282 | $6,647+84.8% | $8,071+52.2% | $4,297+185.8% |
| Admin fee / account holder | $24,031 | $7,943+202.5% | $13,006+84.8% | $6,935+246.5% |