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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 | $482,176 | $90,486+432.9% | $78,676+512.9% | $273,972+76.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.80% | 75.62%-67.8pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $23,020 | $3,175+625.0% | $2,850+707.7% | $4,869+372.8% |
| Participant deferral / active EE | $7,673 | $3,901+96.7% | $3,517+118.2% | $5,287+45.1% |
| Admin fee / account holder | $3,219 | $5,263-38.8% | $4,510-28.6% | $10,133-68.2% |