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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 | $345,088 | $102,422+236.9% | $147,117+134.6% | $80,959+326.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 24.75% | 135.16%-110.4pp | 420.54%-395.8pp | 35.67%-10.9pp |
| Employer contribution / active EE | $12,744 | $3,717+242.8% | $4,932+158.4% | $2,757+362.2% |
| Participant deferral / active EE | $8,457 | $6,652+27.1% | $8,065+4.9% | $4,300+96.7% |
| Admin fee / account holder | $50,833 | $7,953+539.1% | $12,993+291.2% | $6,925+634.0% |