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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 | $102,422+292.8% | $147,117+173.5% | $80,959+396.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.15% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $8,217 | $3,717+121.0% | $4,932+66.6% | $2,757+198.0% |
| Participant deferral / active EE | $9,628 | $6,652+44.7% | $8,065+19.4% | $4,300+123.9% |
| Admin fee / account holder | $50,521 | $7,953+535.2% | $12,993+288.8% | $6,925+629.5% |