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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 | $567,238 | $89,364+534.7% | $141,177+301.8% | $72,983+677.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.21% | 111.86%-88.7pp | 71.40%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $17,405 | $3,115+458.8% | $4,736+267.5% | $2,440+613.3% |
| Participant deferral / active EE | $14,342 | $5,419+164.7% | $6,710+113.7% | $3,608+297.6% |
| Admin fee / account holder | $42,637 | $5,959+615.5% | $10,263+315.4% | $5,124+732.1% |