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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 | $102,429+529.8% | $147,096+338.5% | $80,925+697.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.69% | 135.02%-119.3pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $14,032 | $3,716+277.6% | $4,936+184.3% | $2,756+409.1% |
| Participant deferral / active EE | $16,957 | $6,649+155.1% | $8,071+110.1% | $4,299+294.5% |
| Admin fee / account holder | $13,610 | $7,957+71.0% | $13,005+4.6% | $6,940+96.1% |