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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 | $644,483 | $102,422+529.2% | $147,117+338.1% | $80,959+696.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.24% | 135.16%-115.9pp | 420.54%-401.3pp | 35.67%-16.4pp |
| Employer contribution / active EE | $16,150 | $3,717+334.4% | $4,932+227.4% | $2,757+485.7% |
| Participant deferral / active EE | $11,612 | $6,652+74.6% | $8,065+44.0% | $4,300+170.0% |
| Admin fee / account holder | $108,190 | $7,953+1260.3% | $12,993+732.7% | $6,925+1462.2% |