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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 | $750,407 | $85,171+781.1% | $172,753+334.4% | $72,976+928.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 34.53% | 27.32%+7.2pp | 803.00%-768.5pp | 81.02%-46.5pp |
| Employer contribution / active EE | $26,909 | $3,324+709.5% | $5,144+423.1% | $2,440+1002.8% |
| Participant deferral / active EE | $14,956 | $3,260+358.8% | $5,198+187.7% | $3,608+314.5% |
| Admin fee / account holder | $49,832 | $5,880+747.4% | $13,956+257.1% | $5,124+872.5% |