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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 | $284,475 | $100,041+184.4% | $149,718+90.0% | $70,131+305.6% |
| Participation rate | 82.1% | 83.6%-1.4pp | 87.1%-4.9pp | 69.5%+12.6pp |
| Annual return | 30.41% | 27.43%+3.0pp | 1501.70%-1471.3pp | 73.14%-42.7pp |
| Employer contribution / active EE | $16,639 | $3,662+354.4% | $5,444+205.6% | $2,342+610.3% |
| Participant deferral / active EE | $13,248 | $4,983+165.9% | $6,568+101.7% | $3,332+297.6% |
| Admin fee / account holder | $1,245 | $8,286-85.0% | $11,283-89.0% | $4,645-73.2% |