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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 | $704,080 | $89,367+687.9% | $141,191+398.7% | $72,975+864.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.08% | 111.87%-90.8pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $19,431 | $3,115+523.8% | $4,736+310.3% | $2,440+696.3% |
| Participant deferral / active EE | $11,180 | $5,419+106.3% | $6,710+66.6% | $3,608+209.9% |
| Admin fee / account holder | $18,355 | $5,957+208.2% | $10,264+78.8% | $5,124+258.2% |