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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 | $425,822 | $101,618+319.0% | $93,063+357.6% | $137,256+210.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 24.53% | 223.95%-199.4pp | 34.15%-9.6pp | 220.34%-195.8pp |
| Employer contribution / active EE | $31,470 | $2,707+1062.5% | $2,476+1170.9% | $4,156+657.2% |
| Participant deferral / active EE | $13,981 | $4,279+226.7% | $3,958+253.2% | $6,407+118.2% |
| Admin fee / account holder | $9,950 | $6,198+60.5% | $6,033+64.9% | $12,270-18.9% |