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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 | $471,373 | $211,946+122.4% | $169,452+178.2% | $135,380+248.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 28.34% | 3.26%+25.1pp | 1.83%+26.5pp | 519.81%-491.5pp |
| Employer contribution / active EE | $15,000 | $5,117+193.1% | $4,157+260.8% | $4,779+213.9% |
| Participant deferral / active EE | $21,250 | $6,075+249.8% | $5,277+302.7% | $5,609+278.9% |
| Admin fee / account holder | $3,794 | $11,472-66.9% | $9,110-58.4% | $10,828-65.0% |