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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 | $553,163 | $85,169+549.5% | $172,755+220.2% | $72,983+657.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.12% | 27.32%-8.2pp | 802.94%-783.8pp | 81.01%-61.9pp |
| Employer contribution / active EE | $39,477 | $3,324+1087.7% | $5,144+667.4% | $2,440+1518.0% |
| Participant deferral / active EE | $22,131 | $3,260+578.9% | $5,198+325.8% | $3,608+513.5% |
| Admin fee / account holder | $72,299 | $5,880+1129.5% | $13,955+418.1% | $5,124+1310.9% |