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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 | $475,498 | $89,370+432.1% | $141,197+236.8% | $72,976+551.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.97% | 111.88%-83.9pp | 71.41%-43.4pp | 81.02%-53.0pp |
| Employer contribution / active EE | $19,803 | $3,115+535.7% | $4,736+318.1% | $2,440+711.6% |
| Participant deferral / active EE | $9,058 | $5,419+67.2% | $6,710+35.0% | $3,608+151.1% |
| Admin fee / account holder | $35,894 | $5,957+502.6% | $10,265+249.7% | $5,124+600.5% |