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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 | $546,028 | $105,200+419.0% | $159,474+242.4% | $85,847+536.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.91% | 45.08%-30.2pp | 263.68%-248.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $19,429 | $3,319+485.4% | $4,831+302.2% | $2,565+657.4% |
| Participant deferral / active EE | $14,278 | $5,946+140.1% | $7,353+94.2% | $3,952+261.3% |
| Admin fee / account holder | $23,047 | $6,934+232.4% | $10,802+113.3% | $6,261+268.1% |