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 | $85,175+549.4% | $172,757+220.2% | $72,977+658.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.12% | 27.32%-8.2pp | 803.06%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $39,477 | $3,324+1087.6% | $5,144+667.4% | $2,440+1517.8% |
| Participant deferral / active EE | $22,131 | $3,260+578.8% | $5,198+325.8% | $3,608+513.4% |
| Admin fee / account holder | $72,299 | $5,880+1129.5% | $13,956+418.0% | $5,124+1310.9% |