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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 | $303,285 | $85,171+256.1% | $172,752+75.6% | $72,975+315.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.02% | 27.32%-7.3pp | 802.97%-783.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $13,065 | $3,324+293.0% | $5,144+154.0% | $2,440+435.4% |
| Participant deferral / active EE | $2,728 | $3,260-16.3% | $5,198-47.5% | $3,608-24.4% |
| Admin fee / account holder | $113,312 | $5,880+1827.0% | $13,955+712.0% | $5,124+2111.4% |