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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 | $670,044 | $102,385+554.4% | $147,080+355.6% | $80,935+727.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.05% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $18,137 | $3,717+388.0% | $4,933+267.7% | $2,757+557.9% |
| Participant deferral / active EE | $13,942 | $6,651+109.6% | $8,066+72.8% | $4,299+224.3% |
| Admin fee / account holder | $43,252 | $7,951+444.0% | $12,989+233.0% | $6,924+524.6% |