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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 | $517,308 | $52,961+876.8% | $172,752+199.5% | $65,185+693.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.28% | 30.12%-10.8pp | 802.97%-783.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $29,689 | $2,190+1255.6% | $5,144+477.1% | $2,177+1263.9% |
| Participant deferral / active EE | $12,471 | $2,471+404.7% | $5,198+139.9% | $3,514+254.9% |
| Admin fee / account holder | $14,256 | $472+2920.6% | $13,955+2.2% | $847+1582.7% |