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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 | $102,429+275.1% | $147,096+161.2% | $80,925+374.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 23.21% | 135.02%-111.8pp | 419.75%-396.5pp | 35.65%-12.4pp |
| Employer contribution / active EE | $18,949 | $3,716+410.0% | $4,936+283.9% | $2,756+587.5% |
| Participant deferral / active EE | $13,206 | $6,649+98.6% | $8,071+63.6% | $4,299+207.2% |
| Admin fee / account holder | $118,264 | $7,957+1386.3% | $13,005+809.4% | $6,940+1604.1% |