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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 | $445,961 | $85,171+423.6% | $172,753+158.2% | $72,976+511.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.63% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $19,616 | $3,324+490.1% | $5,144+281.3% | $2,440+703.9% |
| Participant deferral / active EE | $17,293 | $3,260+430.5% | $5,198+232.7% | $3,608+379.3% |
| Admin fee / account holder | $5,074 | $5,880-13.7% | $13,956-63.6% | $5,124-1.0% |