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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 | $377,185 | $183,627+105.4% | $155,602+142.4% | $145,978+158.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 61.32%-43.7pp | 64.81%-47.2pp | 550.52%-532.9pp |
| Employer contribution / active EE | $27,813 | $5,316+423.2% | $4,675+494.9% | $4,662+496.6% |
| Participant deferral / active EE | $19,416 | $6,466+200.3% | $5,629+244.9% | $6,690+190.2% |
| Admin fee / account holder | $6,037 | $19,327-68.8% | $15,923-62.1% | $13,400-54.9% |