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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 | $532,634 | $85,766+521.0% | $136,298+290.8% | $70,126+659.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.76% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $15,223 | $2,966+413.2% | $4,696+224.2% | $2,343+549.8% |
| Participant deferral / active EE | $12,509 | $5,051+147.6% | $6,247+100.2% | $3,332+275.5% |
| Admin fee / account holder | $34,809 | $5,421+542.2% | $9,244+276.6% | $4,645+649.3% |