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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 | $440,649 | $89,367+393.1% | $141,191+212.1% | $72,975+503.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.46% | 111.87%-89.4pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $5,885 | $3,115+88.9% | $4,736+24.3% | $2,440+141.2% |
| Participant deferral / active EE | $14,728 | $5,419+171.8% | $6,710+119.5% | $3,608+308.2% |
| Admin fee / account holder | $43,194 | $5,957+625.2% | $10,264+320.8% | $5,124+743.0% |