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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 | $461,984 | $106,280+334.7% | $96,538+378.6% | $139,487+231.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.57% | 38.48%-15.9pp | 35.74%-13.2pp | 373.84%-351.3pp |
| Employer contribution / active EE | $17,829 | $4,107+334.1% | $3,740+376.7% | $4,755+275.0% |
| Participant deferral / active EE | $18,903 | $5,457+246.4% | $4,880+287.3% | $6,713+181.6% |
| Admin fee / account holder | $20,944 | $7,888+165.5% | $6,737+210.9% | $11,407+83.6% |