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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 | $426,098 | $100,060+325.8% | $149,721+184.6% | $70,126+507.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.08% | 27.46%-10.4pp | 1501.67%-1484.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $20,551 | $3,661+461.3% | $5,444+277.5% | $2,343+777.3% |
| Participant deferral / active EE | $16,428 | $4,982+229.7% | $6,568+150.1% | $3,332+393.1% |
| Admin fee / account holder | $10,440 | $8,285+26.0% | $11,282-7.5% | $4,645+124.7% |