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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 | $358,062 | $72,486+394.0% | $87,103+311.1% | $72,976+390.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.40% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.6pp |
| Employer contribution / active EE | $14,304 | $1,894+655.3% | $2,521+467.3% | $2,440+486.2% |
| Participant deferral / active EE | $5,159 | $3,270+57.8% | $4,049+27.4% | $3,608+43.0% |
| Admin fee / account holder | $4,875 | $5,055-3.5% | $7,491-34.9% | $5,124-4.9% |