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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 | $687,478 | $85,171+707.2% | $172,753+298.0% | $72,976+842.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.55% | 27.32%-9.8pp | 803.00%-785.4pp | 81.02%-63.5pp |
| Employer contribution / active EE | $21,432 | $3,324+544.8% | $5,144+316.6% | $2,440+778.3% |
| Participant deferral / active EE | $13,718 | $3,260+320.8% | $5,198+163.9% | $3,608+280.2% |
| Admin fee / account holder | $8,748 | $5,880+48.8% | $13,956-37.3% | $5,124+70.7% |