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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 | $435,380 | $124,330+250.2% | $109,173+298.8% | $167,536+159.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.62% | 26.04%-15.4pp | 25.75%-15.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $19,843 | $4,209+371.4% | $3,723+433.0% | $4,839+310.1% |
| Participant deferral / active EE | $20,989 | $5,256+299.3% | $4,654+351.0% | $6,342+230.9% |
| Admin fee / account holder | $411 | $7,974-94.8% | $6,755-93.9% | $12,315-96.7% |