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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 | $357,799 | $102,429+249.3% | $147,096+143.2% | $80,925+342.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.99% | 135.02%-120.0pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $11,279 | $3,716+203.5% | $4,936+128.5% | $2,756+309.2% |
| Participant deferral / active EE | $7,678 | $6,649+15.5% | $8,071-4.9% | $4,299+78.6% |
| Admin fee / account holder | $16,477 | $7,957+107.1% | $13,005+26.7% | $6,940+137.4% |