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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 | $513,952 | $85,171+503.4% | $172,753+197.5% | $72,976+604.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.73% | 27.32%-8.6pp | 803.00%-784.3pp | 81.02%-62.3pp |
| Employer contribution / active EE | $24,059 | $3,324+623.8% | $5,144+367.7% | $2,440+886.0% |
| Participant deferral / active EE | $16,999 | $3,260+421.5% | $5,198+227.1% | $3,608+371.2% |
| Admin fee / account holder | $88,318 | $5,880+1401.9% | $13,956+532.9% | $5,124+1623.6% |