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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 | $359,885 | $85,169+322.6% | $172,755+108.3% | $72,983+393.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.80% | 27.32%-8.5pp | 802.94%-784.1pp | 81.01%-62.2pp |
| Employer contribution / active EE | $21,923 | $3,324+559.6% | $5,144+326.2% | $2,440+798.5% |
| Participant deferral / active EE | $11,815 | $3,260+262.4% | $5,198+127.3% | $3,608+227.5% |
| Admin fee / account holder | $12,452 | $5,880+111.8% | $13,955-10.8% | $5,124+143.0% |