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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 | $533,723 | $85,171+526.6% | $172,752+209.0% | $72,975+631.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.27% | 27.32%-7.1pp | 802.97%-782.7pp | 81.01%-60.7pp |
| Employer contribution / active EE | $15,995 | $3,324+381.2% | $5,144+210.9% | $2,440+555.5% |
| Participant deferral / active EE | $17,761 | $3,260+444.8% | $5,198+241.7% | $3,608+392.3% |
| Admin fee / account holder | $132,180 | $5,880+2147.8% | $13,955+847.2% | $5,124+2479.6% |