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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 | $493,638 | $85,171+479.6% | $172,752+185.7% | $72,975+576.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.80% | 27.32%-7.5pp | 802.97%-783.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $14,133 | $3,324+325.2% | $5,144+174.7% | $2,440+479.2% |
| Participant deferral / active EE | $8,472 | $3,260+159.9% | $5,198+63.0% | $3,608+134.8% |
| Admin fee / account holder | $11,528 | $5,880+96.0% | $13,955-17.4% | $5,124+125.0% |