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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 | $440,000 | $106,280+314.0% | $96,538+355.8% | $139,487+215.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.55% | 38.48%-21.9pp | 35.74%-19.2pp | 373.84%-357.3pp |
| Employer contribution / active EE | $12,659 | $4,107+208.2% | $3,740+238.5% | $4,755+166.2% |
| Participant deferral / active EE | $8,997 | $5,457+64.9% | $4,880+84.4% | $6,713+34.0% |
| Admin fee / account holder | $20,672 | $7,888+162.1% | $6,737+206.8% | $11,407+81.2% |