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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 | $942,600 | $102,429+820.2% | $147,096+540.8% | $80,925+1064.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.67% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $12,993 | $3,716+249.7% | $4,936+163.2% | $2,756+371.4% |
| Participant deferral / active EE | $10,661 | $6,649+60.4% | $8,071+32.1% | $4,299+148.0% |
| Admin fee / account holder | $72,938 | $7,957+816.7% | $13,005+460.8% | $6,940+951.0% |