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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 | $537,291 | $85,171+530.8% | $172,753+211.0% | $72,976+636.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.95% | 27.32%-9.4pp | 803.00%-785.0pp | 81.02%-63.1pp |
| Employer contribution / active EE | $21,222 | $3,324+538.4% | $5,144+312.6% | $2,440+769.8% |
| Participant deferral / active EE | $17,634 | $3,260+440.9% | $5,198+239.3% | $3,608+388.8% |
| Admin fee / account holder | $72,290 | $5,880+1129.4% | $13,956+418.0% | $5,124+1310.8% |