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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 | $502,162 | $102,393+390.4% | $147,041+241.5% | $80,911+520.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.61% | 134.95%-121.3pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $13,925 | $3,715+274.8% | $4,935+182.2% | $2,756+405.3% |
| Participant deferral / active EE | $9,051 | $6,647+36.2% | $8,071+12.1% | $4,297+110.6% |
| Admin fee / account holder | $43,061 | $7,943+442.1% | $13,006+231.1% | $6,935+521.0% |