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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 | $416,532 | $84,236+394.5% | $170,435+144.4% | $70,126+494.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.44% | 23.06%-10.6pp | 205.94%-193.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $11,547 | $3,387+240.9% | $5,432+112.6% | $2,343+392.9% |
| Participant deferral / active EE | $6,887 | $3,086+123.2% | $4,939+39.4% | $3,332+106.7% |
| Admin fee / account holder | $7,901 | $5,698+38.7% | $13,881-43.1% | $4,645+70.1% |