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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 | $402,321 | $102,429+292.8% | $147,096+173.5% | $80,925+397.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.15% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $8,217 | $3,716+121.2% | $4,936+66.5% | $2,756+198.1% |
| Participant deferral / active EE | $9,628 | $6,649+44.8% | $8,071+19.3% | $4,299+124.0% |
| Admin fee / account holder | $50,521 | $7,957+534.9% | $13,005+288.5% | $6,940+628.0% |