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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 | $470,324 | $106,247+342.7% | $96,515+387.3% | $139,466+237.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.23% | 38.47%-24.2pp | 35.73%-21.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $7,884 | $4,106+92.0% | $3,740+110.8% | $4,754+65.8% |
| Participant deferral / active EE | $11,458 | $5,456+110.0% | $4,880+134.8% | $6,712+70.7% |
| Admin fee / account holder | $3,574 | $7,885-54.7% | $6,735-46.9% | $11,409-68.7% |