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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 | $471,573 | $100,073+371.2% | $85,126+454.0% | $145,877+223.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 84.11%-72.4pp | 66.63%-54.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $25,767 | $3,236+696.2% | $2,731+843.4% | $4,663+452.6% |
| Participant deferral / active EE | $22,688 | $5,294+328.5% | $4,523+401.6% | $6,691+239.1% |
| Admin fee / account holder | $3,271 | $7,261-55.0% | $6,160-46.9% | $13,402-75.6% |