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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 | $418,581 | $117,846+255.2% | $102,434+308.6% | $145,884+186.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 31.90%-19.6pp | 29.46%-17.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $16,995 | $3,615+370.2% | $3,023+462.2% | $4,662+264.5% |
| Participant deferral / active EE | $12,026 | $5,733+109.8% | $5,055+137.9% | $6,690+79.8% |
| Admin fee / account holder | $41,789 | $13,356+212.9% | $9,462+341.7% | $13,392+212.0% |