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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 | $427,334 | $105,198+306.2% | $159,455+168.0% | $85,856+397.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.48% | 45.08%-28.6pp | 263.63%-247.1pp | 318.58%-302.1pp |
| Employer contribution / active EE | $18,625 | $3,319+461.2% | $4,830+285.6% | $2,565+626.1% |
| Participant deferral / active EE | $8,925 | $5,946+50.1% | $7,353+21.4% | $3,952+125.8% |
| Admin fee / account holder | $14,653 | $6,934+111.3% | $10,800+35.7% | $6,261+134.1% |