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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 | $487,772 | $77,449+529.8% | $69,483+602.0% | $152,909+219.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.80% | 39.09%-17.3pp | 28.99%-7.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,200 | $3,316-63.8% | $2,780-56.8% | $4,764-74.8% |
| Participant deferral / active EE | $16,500 | $4,415+273.8% | $3,537+366.6% | $5,851+182.0% |
| Admin fee / account holder | $770 | $6,210-87.6% | $3,841-80.0% | $11,601-93.4% |