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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 | $361,588 | $85,171+324.5% | $172,753+109.3% | $72,976+395.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.84% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $16,527 | $3,324+397.2% | $5,144+221.3% | $2,440+577.3% |
| Participant deferral / active EE | $14,579 | $3,260+347.2% | $5,198+180.5% | $3,608+304.1% |
| Admin fee / account holder | $45,054 | $5,880+666.2% | $13,956+222.8% | $5,124+779.2% |