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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 | $450,215 | $85,169+428.6% | $172,755+160.6% | $72,983+516.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.23% | 27.32%-6.1pp | 802.94%-781.7pp | 81.01%-59.8pp |
| Employer contribution / active EE | $26,097 | $3,324+685.1% | $5,144+407.3% | $2,440+969.6% |
| Participant deferral / active EE | $12,661 | $3,260+288.4% | $5,198+143.6% | $3,608+251.0% |
| Admin fee / account holder | $18,194 | $5,880+209.4% | $13,955+30.4% | $5,124+255.1% |