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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 | $505,354 | $102,422+393.4% | $147,117+243.5% | $80,959+524.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.50% | 135.16%-122.7pp | 420.54%-408.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $11,569 | $3,717+211.2% | $4,932+134.5% | $2,757+319.6% |
| Participant deferral / active EE | $11,651 | $6,652+75.2% | $8,065+44.5% | $4,300+170.9% |
| Admin fee / account holder | $4,522 | $7,953-43.1% | $12,993-65.2% | $6,925-34.7% |