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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 | $633,567 | $85,171+643.9% | $172,752+266.7% | $72,975+768.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.37% | 27.32%-7.0pp | 802.97%-782.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $28,652 | $3,324+762.0% | $5,144+457.0% | $2,440+1074.2% |
| Participant deferral / active EE | $12,249 | $3,260+275.8% | $5,198+135.7% | $3,608+239.5% |
| Admin fee / account holder | $1,893 | $5,880-67.8% | $13,955-86.4% | $5,124-63.1% |