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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 | $446,571 | $102,393+336.1% | $147,041+203.7% | $80,911+451.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.20% | 134.95%-115.8pp | 419.21%-400.0pp | 35.63%-16.4pp |
| Employer contribution / active EE | $5,350 | $3,715+44.0% | $4,935+8.4% | $2,756+94.1% |
| Participant deferral / active EE | $9,449 | $6,647+42.1% | $8,071+17.1% | $4,297+119.9% |
| Admin fee / account holder | $26,655 | $7,943+235.6% | $13,006+104.9% | $6,935+284.4% |