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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 | $102,385+530.1% | $147,080+338.6% | $80,935+697.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.69% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $14,032 | $3,717+277.5% | $4,933+184.4% | $2,757+409.0% |
| Participant deferral / active EE | $16,957 | $6,651+155.0% | $8,066+110.2% | $4,299+294.4% |
| Admin fee / account holder | $13,610 | $7,951+71.2% | $12,989+4.8% | $6,924+96.5% |