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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 | $392,282 | $89,370+338.9% | $141,197+177.8% | $72,976+437.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.97% | 111.88%-88.9pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $24,824 | $3,115+696.9% | $4,736+424.1% | $2,440+917.4% |
| Participant deferral / active EE | $15,752 | $5,419+190.7% | $6,710+134.7% | $3,608+336.6% |
| Admin fee / account holder | $4,497 | $5,957-24.5% | $10,265-56.2% | $5,124-12.2% |