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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 | $455,148 | $106,280+328.3% | $96,538+371.5% | $139,487+226.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.59% | 38.48%-25.9pp | 35.74%-23.1pp | 373.84%-361.3pp |
| Employer contribution / active EE | $22,421 | $4,107+445.9% | $3,740+499.4% | $4,755+371.5% |
| Participant deferral / active EE | $13,749 | $5,457+152.0% | $4,880+181.7% | $6,713+104.8% |
| Admin fee / account holder | $535 | $7,888-93.2% | $6,737-92.1% | $11,407-95.3% |