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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 | $317,566 | $85,171+272.9% | $172,753+83.8% | $72,976+335.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.45% | 27.32%-9.9pp | 803.00%-785.6pp | 81.02%-63.6pp |
| Employer contribution / active EE | $10,754 | $3,324+223.5% | $5,144+109.1% | $2,440+340.7% |
| Participant deferral / active EE | $8,389 | $3,260+157.3% | $5,198+61.4% | $3,608+132.5% |
| Admin fee / account holder | $35,878 | $5,880+510.1% | $13,956+157.1% | $5,124+600.2% |