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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 | $385,063 | $105,210+266.0% | $159,487+141.4% | $85,851+348.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.53% | 45.08%-29.5pp | 263.71%-248.2pp | 318.63%-303.1pp |
| Employer contribution / active EE | $11,299 | $3,319+240.4% | $4,831+133.9% | $2,565+340.4% |
| Participant deferral / active EE | $6,313 | $5,946+6.2% | $7,354-14.1% | $3,952+59.7% |
| Admin fee / account holder | $18,691 | $6,934+169.5% | $10,804+73.0% | $6,261+198.5% |