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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 | $338,494 | $102,393+230.6% | $147,041+130.2% | $80,911+318.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.99% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $16,477 | $3,715+343.5% | $4,935+233.9% | $2,756+497.9% |
| Participant deferral / active EE | $13,235 | $6,647+99.1% | $8,071+64.0% | $4,297+208.0% |
| Admin fee / account holder | $44,147 | $7,943+455.8% | $13,006+239.4% | $6,935+536.6% |