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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 | $422,382 | $102,422+312.4% | $147,117+187.1% | $80,959+421.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.80% | 135.16%-115.4pp | 420.54%-400.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $14,429 | $3,717+288.2% | $4,932+192.5% | $2,757+423.3% |
| Participant deferral / active EE | $8,680 | $6,652+30.5% | $8,065+7.6% | $4,300+101.8% |
| Admin fee / account holder | $9,949 | $7,953+25.1% | $12,993-23.4% | $6,925+43.7% |