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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 | $756,107 | $89,367+746.1% | $141,191+435.5% | $72,975+936.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.77% | 111.87%-88.1pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $19,157 | $3,115+515.0% | $4,736+304.5% | $2,440+685.1% |
| Participant deferral / active EE | $14,508 | $5,419+167.7% | $6,710+116.2% | $3,608+302.1% |
| Admin fee / account holder | $31,308 | $5,957+425.6% | $10,264+205.0% | $5,124+511.0% |