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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 | $569,045 | $85,171+568.1% | $172,753+229.4% | $72,976+679.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.20% | 27.32%-10.1pp | 803.00%-785.8pp | 81.02%-63.8pp |
| Employer contribution / active EE | $25,461 | $3,324+666.0% | $5,144+395.0% | $2,440+943.5% |
| Participant deferral / active EE | $13,181 | $3,260+304.3% | $5,198+153.6% | $3,608+265.4% |
| Admin fee / account holder | $21,020 | $5,880+257.5% | $13,956+50.6% | $5,124+310.2% |