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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 | $471,587 | $85,171+453.7% | $172,753+173.0% | $72,976+546.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.67% | 27.32%-9.7pp | 803.00%-785.3pp | 81.02%-63.4pp |
| Employer contribution / active EE | $16,862 | $3,324+407.3% | $5,144+227.8% | $2,440+591.1% |
| Participant deferral / active EE | $12,373 | $3,260+279.5% | $5,198+138.0% | $3,608+243.0% |
| Admin fee / account holder | $12,511 | $5,880+112.8% | $13,956-10.3% | $5,124+144.2% |