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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 | $645,085 | $102,382+530.1% | $147,005+338.8% | $80,874+697.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.69% | 134.89%-119.2pp | 418.76%-403.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $14,032 | $3,715+277.7% | $4,934+184.4% | $2,756+409.2% |
| Participant deferral / active EE | $16,957 | $6,646+155.1% | $8,070+110.1% | $4,297+294.6% |
| Admin fee / account holder | $13,610 | $7,942+71.4% | $13,006+4.6% | $6,935+96.2% |