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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 | $390,688 | $109,359+257.3% | $162,177+140.9% | $72,975+435.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.82% | 25.46%-4.6pp | 115.60%-94.8pp | 81.01%-60.2pp |
| Employer contribution / active EE | $26,715 | $3,907+583.7% | $5,613+375.9% | $2,440+994.8% |
| Participant deferral / active EE | $15,703 | $5,481+186.5% | $7,297+115.2% | $3,608+335.3% |
| Admin fee / account holder | $6,395 | $7,972-19.8% | $10,843-41.0% | $5,124+24.8% |