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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 | $573,005 | $85,171+572.8% | $172,753+231.7% | $72,976+685.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.32% | 27.32%-8.0pp | 803.00%-783.7pp | 81.02%-61.7pp |
| Employer contribution / active EE | $13,625 | $3,324+309.9% | $5,144+164.9% | $2,440+458.4% |
| Participant deferral / active EE | $8,712 | $3,260+167.2% | $5,198+67.6% | $3,608+141.5% |
| Admin fee / account holder | $49,411 | $5,880+740.3% | $13,956+254.1% | $5,124+864.3% |