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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 | $523,409 | $85,171+514.5% | $172,753+203.0% | $72,976+617.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.36% | 27.32%-2.0pp | 803.00%-777.6pp | 81.02%-55.7pp |
| Employer contribution / active EE | $28,796 | $3,324+766.3% | $5,144+459.8% | $2,440+1080.1% |
| Participant deferral / active EE | $13,685 | $3,260+319.8% | $5,198+163.3% | $3,608+279.3% |
| Admin fee / account holder | $5,259 | $5,880-10.6% | $13,956-62.3% | $5,124+2.6% |