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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 | $384,167 | $102,422+275.1% | $147,117+161.1% | $80,959+374.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 23.21% | 135.16%-111.9pp | 420.54%-397.3pp | 35.67%-12.5pp |
| Employer contribution / active EE | $18,949 | $3,717+409.7% | $4,932+284.2% | $2,757+587.3% |
| Participant deferral / active EE | $13,206 | $6,652+98.5% | $8,065+63.8% | $4,300+207.1% |
| Admin fee / account holder | $118,264 | $7,953+1386.9% | $12,993+810.2% | $6,925+1607.7% |