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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 | $348,404 | $85,206+308.9% | $172,745+101.7% | $72,986+377.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.11% | 27.32%-6.2pp | 802.90%-781.8pp | 81.01%-59.9pp |
| Employer contribution / active EE | $17,947 | $3,325+439.8% | $5,144+248.9% | $2,440+635.6% |
| Participant deferral / active EE | $11,627 | $3,260+256.6% | $5,197+123.7% | $3,607+222.3% |
| Admin fee / account holder | $25,329 | $5,883+330.6% | $13,954+81.5% | $5,124+394.3% |