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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 | $411,368 | $91,037+351.9% | $71,671+474.0% | $147,586+178.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.26% | 20.48%-5.2pp | 20.65%-5.4pp | 578.59%-563.3pp |
| Employer contribution / active EE | $14,656 | $3,327+340.5% | $2,460+495.8% | $4,876+200.6% |
| Participant deferral / active EE | $8,674 | $4,498+92.8% | $3,438+152.3% | $5,439+59.5% |
| Admin fee / account holder | $1,017 | $8,613-88.2% | $5,558-81.7% | $10,886-90.7% |