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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 | $618,970 | $85,171+626.7% | $172,752+258.3% | $72,975+748.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 33.96% | 27.32%+6.6pp | 802.97%-769.0pp | 81.01%-47.1pp |
| Employer contribution / active EE | $15,644 | $3,324+370.6% | $5,144+204.1% | $2,440+541.1% |
| Participant deferral / active EE | $11,007 | $3,260+237.6% | $5,198+111.8% | $3,608+205.1% |
| Admin fee / account holder | $11,045 | $5,880+87.8% | $13,955-20.9% | $5,124+115.6% |