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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 | $102,429+312.4% | $147,096+187.1% | $80,925+421.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.80% | 135.02%-115.2pp | 419.75%-399.9pp | 35.65%-15.8pp |
| Employer contribution / active EE | $14,429 | $3,716+288.3% | $4,936+192.3% | $2,756+423.5% |
| Participant deferral / active EE | $8,680 | $6,649+30.6% | $8,071+7.5% | $4,299+101.9% |
| Admin fee / account holder | $9,949 | $7,957+25.0% | $13,005-23.5% | $6,940+43.3% |