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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 | $368,432 | $85,171+332.6% | $172,752+113.3% | $72,975+404.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.80% | 27.32%-7.5pp | 802.97%-783.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $15,954 | $3,324+380.0% | $5,144+210.1% | $2,440+553.8% |
| Participant deferral / active EE | $11,795 | $3,260+261.8% | $5,198+126.9% | $3,608+226.9% |
| Admin fee / account holder | $36,520 | $5,880+521.1% | $13,955+161.7% | $5,124+612.7% |