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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 | $524,586 | $77,638+575.7% | $156,551+235.1% | $62,881+734.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.55% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $15,287 | $3,444+343.9% | $5,501+177.9% | $2,281+570.2% |
| Participant deferral / active EE | $14,428 | $3,046+373.7% | $4,871+196.2% | $3,203+350.4% |
| Admin fee / account holder | $53,383 | $5,561+859.9% | $13,028+309.8% | $4,296+1142.7% |