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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 | $361,371 | $100,041+261.2% | $149,718+141.4% | $70,131+415.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.56% | 27.43%-7.9pp | 1501.70%-1482.1pp | 73.14%-53.6pp |
| Employer contribution / active EE | $20,396 | $3,662+457.0% | $5,444+274.6% | $2,342+770.7% |
| Participant deferral / active EE | $10,540 | $4,983+111.5% | $6,568+60.5% | $3,332+216.4% |
| Admin fee / account holder | $467 | $8,286-94.4% | $11,283-95.9% | $4,645-89.9% |