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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 | $415,381 | $93,589+343.8% | $135,942+205.6% | $75,181+452.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.49% | 30.90%-14.4pp | 68.28%-51.8pp | 160.69%-144.2pp |
| Employer contribution / active EE | $19,314 | $3,537+446.0% | $4,858+297.6% | $2,671+623.2% |
| Participant deferral / active EE | $16,450 | $6,405+156.8% | $7,759+112.0% | $4,126+298.7% |
| Admin fee / account holder | $2,574 | $6,977-63.1% | $10,764-76.1% | $5,650-54.4% |