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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 | $361,319 | $85,171+324.2% | $172,753+109.2% | $72,976+395.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.27% | 27.32%-11.1pp | 803.00%-786.7pp | 81.02%-64.7pp |
| Employer contribution / active EE | $11,875 | $3,324+257.2% | $5,144+130.9% | $2,440+386.7% |
| Participant deferral / active EE | $15,431 | $3,260+373.3% | $5,198+196.9% | $3,608+327.7% |
| Admin fee / account holder | $1,650 | $5,880-71.9% | $13,956-88.2% | $5,124-67.8% |