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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 | $404,666 | $102,382+295.2% | $147,005+175.3% | $80,874+400.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.68% | 134.89%-119.2pp | 418.76%-403.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $8,019 | $3,715+115.9% | $4,934+62.5% | $2,756+191.0% |
| Participant deferral / active EE | $6,296 | $6,646-5.3% | $8,070-22.0% | $4,297+46.5% |
| Admin fee / account holder | $9,647 | $7,942+21.5% | $13,006-25.8% | $6,935+39.1% |