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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 | $454,709 | $89,370+408.8% | $141,197+222.0% | $72,976+523.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.29% | 111.88%-89.6pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $5,995 | $3,115+92.5% | $4,736+26.6% | $2,440+145.7% |
| Participant deferral / active EE | $8,870 | $5,419+63.7% | $6,710+32.2% | $3,608+145.9% |
| Admin fee / account holder | $40,032 | $5,957+572.1% | $10,265+290.0% | $5,124+681.3% |