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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 | $687,925 | $105,200+553.9% | $159,474+331.4% | $85,847+701.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 29.15% | 45.08%-15.9pp | 263.68%-234.5pp | 318.61%-289.5pp |
| Employer contribution / active EE | $5,751 | $3,319+73.3% | $4,831+19.0% | $2,565+124.2% |
| Participant deferral / active EE | $9,208 | $5,946+54.9% | $7,353+25.2% | $3,952+133.0% |
| Admin fee / account holder | $30,123 | $6,934+334.4% | $10,802+178.9% | $6,261+381.2% |