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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 | $415,824 | $98,776+321.0% | $149,745+177.7% | $79,856+420.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.71% | 27.38%-9.7pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $15,379 | $3,217+378.0% | $4,646+231.0% | $2,471+522.3% |
| Participant deferral / active EE | $9,777 | $5,681+72.1% | $6,843+42.9% | $3,741+161.4% |
| Admin fee / account holder | $9,446 | $6,053+56.1% | $9,312+1.4% | $5,306+78.0% |