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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 | $573,645 | $102,385+460.3% | $147,080+290.0% | $80,935+608.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.32% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.3pp |
| Employer contribution / active EE | $12,254 | $3,717+229.7% | $4,933+148.4% | $2,757+344.5% |
| Participant deferral / active EE | $13,260 | $6,651+99.4% | $8,066+64.4% | $4,299+208.4% |
| Admin fee / account holder | $33,196 | $7,951+317.5% | $12,989+155.6% | $6,924+379.4% |