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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 | $471,119 | $85,171+453.1% | $172,753+172.7% | $72,976+545.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.68% | 27.32%-6.6pp | 803.00%-782.3pp | 81.02%-60.3pp |
| Employer contribution / active EE | $16,865 | $3,324+407.4% | $5,144+227.9% | $2,440+591.2% |
| Participant deferral / active EE | $15,557 | $3,260+377.2% | $5,198+199.3% | $3,608+331.2% |
| Admin fee / account holder | $42,606 | $5,880+624.6% | $13,956+205.3% | $5,124+731.5% |