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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 | $741,552 | $105,200+604.9% | $159,474+365.0% | $85,847+763.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.21% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $16,002 | $3,319+382.2% | $4,831+231.2% | $2,565+523.8% |
| Participant deferral / active EE | $12,947 | $5,946+117.8% | $7,353+76.1% | $3,952+227.6% |
| Admin fee / account holder | $39,517 | $6,934+469.9% | $10,802+265.8% | $6,261+531.2% |