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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 | $455,060 | $85,171+434.3% | $172,753+163.4% | $72,976+523.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.96% | 27.32%-3.4pp | 803.00%-779.0pp | 81.02%-57.1pp |
| Employer contribution / active EE | $15,927 | $3,324+379.1% | $5,144+209.6% | $2,440+552.7% |
| Participant deferral / active EE | $15,091 | $3,260+362.9% | $5,198+190.3% | $3,608+318.3% |
| Admin fee / account holder | $10,092 | $5,880+71.6% | $13,956-27.7% | $5,124+96.9% |