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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 | $432,699 | $166,268+160.2% | $165,100+162.1% | $145,897+196.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.84% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.4pp |
| Employer contribution / active EE | $23,530 | $5,284+345.3% | $4,348+441.2% | $4,663+404.7% |
| Participant deferral / active EE | $16,971 | $6,964+143.7% | $6,035+181.2% | $6,689+153.7% |
| Admin fee / account holder | $3,464 | $16,659-79.2% | $12,696-72.7% | $13,390-74.1% |