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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 | $499,345 | $77,908+540.9% | $149,696+233.6% | $75,173+564.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.50% | 31.73%-12.2pp | 134.46%-115.0pp | 160.72%-141.2pp |
| Employer contribution / active EE | $7,117 | $3,138+126.8% | $4,821+47.6% | $2,671+166.4% |
| Participant deferral / active EE | $6,126 | $3,411+79.6% | $5,682+7.8% | $4,126+48.5% |
| Admin fee / account holder | $55,381 | $5,950+830.8% | $13,212+319.2% | $5,651+880.1% |