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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 | $544,300 | $85,171+539.1% | $172,753+215.1% | $72,976+645.9% |
| Participation rate | 91.9% | 70.1%+21.9pp | 82.6%+9.3pp | 69.5%+22.4pp |
| Annual return | 20.37% | 27.32%-7.0pp | 803.00%-782.6pp | 81.02%-60.6pp |
| Employer contribution / active EE | $21,017 | $3,324+532.3% | $5,144+308.6% | $2,440+761.3% |
| Participant deferral / active EE | $14,539 | $3,260+346.0% | $5,198+179.7% | $3,608+303.0% |
| Admin fee / account holder | $36,283 | $5,880+517.0% | $13,956+160.0% | $5,124+608.1% |