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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 | $556,358 | $89,370+522.5% | $141,197+294.0% | $72,976+662.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.75% | 111.88%-89.1pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $24,007 | $3,115+670.7% | $4,736+406.9% | $2,440+883.9% |
| Participant deferral / active EE | $7,707 | $5,419+42.2% | $6,710+14.8% | $3,608+113.6% |
| Admin fee / account holder | $55,667 | $5,957+834.5% | $10,265+442.3% | $5,124+986.4% |