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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 | $476,651 | $106,280+348.5% | $96,538+393.7% | $139,487+241.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.39% | 38.48%-13.1pp | 35.74%-10.4pp | 373.84%-348.5pp |
| Employer contribution / active EE | $19,484 | $4,107+374.4% | $3,740+420.9% | $4,755+309.8% |
| Participant deferral / active EE | $18,370 | $5,457+236.6% | $4,880+276.4% | $6,713+173.7% |
| Admin fee / account holder | $580 | $7,888-92.6% | $6,737-91.4% | $11,407-94.9% |