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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 | $421,992 | $89,370+372.2% | $141,197+198.9% | $72,976+478.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.99% | 111.88%-91.9pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $5,824 | $3,115+87.0% | $4,736+23.0% | $2,440+138.7% |
| Participant deferral / active EE | $8,930 | $5,419+64.8% | $6,710+33.1% | $3,608+147.5% |
| Admin fee / account holder | $21,225 | $5,957+256.3% | $10,265+106.8% | $5,124+314.2% |