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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 | $411,362 | $85,171+383.0% | $172,753+138.1% | $72,976+463.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.47% | 27.32%-6.9pp | 803.00%-782.5pp | 81.02%-60.5pp |
| Employer contribution / active EE | $17,161 | $3,324+416.3% | $5,144+233.6% | $2,440+603.3% |
| Participant deferral / active EE | $10,942 | $3,260+235.6% | $5,198+110.5% | $3,608+203.3% |
| Admin fee / account holder | $75,246 | $5,880+1179.6% | $13,956+439.2% | $5,124+1368.5% |