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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 | $470,708 | $85,171+452.7% | $172,753+172.5% | $72,976+545.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.16% | 27.32%-7.2pp | 803.00%-782.8pp | 81.02%-60.9pp |
| Employer contribution / active EE | $26,129 | $3,324+686.0% | $5,144+408.0% | $2,440+970.8% |
| Participant deferral / active EE | $7,196 | $3,260+120.7% | $5,198+38.4% | $3,608+99.5% |
| Admin fee / account holder | $14,818 | $5,880+152.0% | $13,956+6.2% | $5,124+189.2% |