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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 | $523,738 | $89,370+486.0% | $141,197+270.9% | $72,976+617.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.00% | 111.88%-86.9pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $15,019 | $3,115+382.1% | $4,736+217.1% | $2,440+515.5% |
| Participant deferral / active EE | $11,126 | $5,419+105.3% | $6,710+65.8% | $3,608+208.4% |
| Admin fee / account holder | $10,548 | $5,957+77.1% | $10,265+2.8% | $5,124+105.9% |